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Wednesday’s unveiling of the “Fiduciary Rule” will be the most significant regulatory change to the retirement industry since the passage of ERISA 42 years ago.
From Target to Home Depot, Staples, Anthem and, more recently, the U.S. government, data breaches have been dominating the news cycle. This has left financial advisors wondering: "Are my clients protected, and am I doing enough to keep their sensitive data secure?"
Managing wealth can be a balancing act, especially for a parent. Questions abound over how to invest the wealth, how to set up retirement and what to do with all that money after death.
As an advisor, you are always on the lookout for that "next big thing" or a new way to grow your practice. This industry is fluid, and the economy, regulations, consumer confidence and a wide range of other trends can have quite an impact on a daily basis.
You may have long advised your clients to begin their retirements by taking out only 4 percent of their savings per year, but that could prove problematic in 2015.