How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security. more »
The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs. more »
The changing nature of retirement for clients is an opportunity for firms. "Theyre still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice." more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.