Advisor Insights

Diversity improves our work and work environment.

The new law makes it more difficult for parents to set up an estate plan that maximizes the funds available for the care and education of their children.

The side effects of suddenly coming into money.

Contributor Natalie Choate examines how the SECURE Act affects popular strategies for leaving IRAs and retirement plans to a spouse.

Here's a rundown of the sessions that Sheryl Rowling is most excited about at this year's conference, which will take place on Sept. 16-17.

Advisor Rachel Robasciotti listens to groups on the ground to make an impact.

It takes more than a sense of the average length of retirement.

Most retirees seem able to weather an expensive medical bill.

An advisor's job of educating clients about the benefits of working with a fiduciary is never done.

Unfortunately, no single solution is simple, cheap, and tax-advantaged, says Natalie Choate.

What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

Annuities can offer valuable protection against clients outliving their assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.

Contributor Michael Pompian offers ideas for working with this personality type.

Contributor Scott Simon argues that private equity isn’t in any way a good thing for plan participants.

The generous and liberal interpretation of the act’s provisions provide substantial flexibility and options to retirement-plan owners.

Evaluating how well an annuity would deliver on common financial goals, from income production to tax efficiency.

The short answer is no. Here's why.

How to find a proper balance in retirement.

Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.

How best to bill advisory clients has been, and continues to be, a controversial topic–for good reason.

Contributor Natalie Choate tackles three scenarios where a Roth conversion seems to make sense--but may not.

Investing in sustainable funds doesn't have to cost more than traditional funds, thanks to a raft of newer funds with lower costs.

Contributor Scott Simon wraps up his series on the ways insurance company recordkeepers can undermine a plan sponsor’s best intentions.

There’s not much to like when it comes to structured notes.

Contributor Michael Pompian offers ideas for working with this personality.

A look at the U.S. market and some Morningstar Medalists whose payouts have taken a hit.

Contributor Scott Simon takes a deep dive into the ways plan sponsors may unwittingly expose plan participants to conflicts of interest.

There are plenty of gray areas in the CARES Act's language about CRDs, says contributor Natalie Choate.

Tony Isola is finding a way to provide educators with a simple mix of low-cost, indexed mutual funds.

Prepare your portfolio for your future goals instead of relying on past results.

Ways to guide your clients through this market.

We check in on our accuracy.

Will the bear market keep pawing at your long-term returns?

Fiduciary buyers bear virtually all the legal responsibility, but it's the nonfiduciary sellers that largely control them, argues contributor Scott Simon.

Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.

The new stimulus plan suspends required minimum distributions for 2020. Contributor Natalie Choate offers advice to early birds who've already taken RMDs for the year.

Contributor Michael Pompian offers ideas for working with this personality.

We want to act, but should we?

With investors in fight-or-flight mode, here's how to make sure it doesn't affect their finances.

You may want to convert your IRA ASAP.

Clients can be reminded where the market has been, not get caught up in the market headlines, and stay focused on their goals.

The market has created tax-saving opportunities for clients.

Contributor Natalie Choate reviews the questions that some fiduciaries face today.

Advisors can use market stress as a time to revisit client risk capacity and client communications.

Contributor Scott Simon provides a blueprint for the best way to legally protect a plan sponsor when appointing a 3(38).

According to Aurelio Bustilho, the CFO of Enel Americas, focusing on ESG helps the company avoid risks and stay competitive.

Courtney Ranstrom, MBA, CFP, the co-founder of Trailhead Planners, encourages active ownership when it comes to ESG issues.

Todd Ahlsten, the chief investment officer and a portfolio manager at Parnassus Investments, discusses ESG in risk management.