Press

Advisors Need To Better Engage Female Clients On Retirement

A new study spotlights the uphill climb females and their financial advisors face while planning for retirement. Just 18 percent of retirement-age women are informed on how to make a nest egg last in retirement (compared to 35 percent of similarly-aged men), according to The American College of Financial Services’ 2017 RICP Retirement Income Literacy…

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Prepare Your Clients for These 5 Life Events

Even though most individuals well-versed on financial investments have the “what if’s” planned out, you never know exactly what could happen. Investments and financial stability can change at the drop of a hat and consumers should be prepared for all types of situations that life throws at them. While clients may have some knowledge, a…

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Use Your First Job as the Launchpad for Entrepreneurship

The ink is still drying on your diploma that you’ll wait a few months to receive, but already your head is in the clouds dreaming of how you can change the world and start a company of your own. While there are a few case studies of college students going straight from class to Forbes…

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To Involve the Family in Financial Planning, Start With These 3 Topics

Despite the fact that a family’s financial health is one of the greatest indicators of both children’s future success and a healthy retirement, too many families treat money as a taboo topic. Frequently one person in the household takes responsibility for the vast majority of financial matters. While this can be fine and functional for…

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3 Questions with Min Zhang of Totum Wealth

How did you personally become involved in fintech? I have always been interested in the intersection of finance, data and technology. I studied computer science and econometrics at Dartmouth, and then worked as a “quant,” building models to select stock investments. After Stanford business school, I helped build the investment models at Nutmeg in its…

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How to “Retire” at Any Age

We often hear people say, “When I have one million dollars I will retire.”  This does not just apply to people in their 50s and 60s, as ‘retire’ really means not having to work for income. No matter how old you are, you might want to spend less time on work and more time focusing…

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Hanging on to clients’ loved ones

Studies show that 80% of the widows and about two-thirds of the kids of clients who have died ditch their advisers. Although every situation is different, this high attrition rate is largely because one person in the household often looks after most of the financial matters. Advisers may have mainly worked with this person only…

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Can These 5 Startups Change The Face of Fintech?

The startup game is not for the faint of heart.  While there are thousands of new companies being launched by bright-eyed entrepreneurs every year, only a small percentage will turn out to be successful. This is especially true in the financial technology (fintech) space where competition for funding and customer attention is fierce. Incubators and accelerators…

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