Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.
Every year, most investors face a near-certain reality: taxes on their investment portfolio.
From transforming advisor workflows and improving client engagement to opening new avenues for investment, this session will go beyond the hype to examine real-world applications and strategies for leveraging AI within advisory practices.
It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.
Stocks have had a habit of gaining ground no matter who becomes President.
The Fed’s rate cut last month has not jumpstarted U.S. housing market. Buyers need lower rates to get back in the game.
With over 20 years of experience in web design and development, I’ve seen firsthand how the right website can transform a financial advisor’s business.
Successful investing doesn’t have to be a thrill ride.
Regardless of which administration takes power after an election, a balanced portfolio has made strong gains in the years immediately after.
Establishing the optimal workplace retirement plan follows a pecking order, which starts by prioritizing plan design over investments. Our Mike Dullaghan discusses the process.
If interest rates decrease over the next 12 months, as the market expects, long duration bonds could potentially provide equity-like returns for investors.
Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in the S&P 500 index.
The US Department of Labor (DOL) offers eight tips for advisors to use to review target-date funds. Our Mike Dullaghan illustrates how to use the DOL tips in preparation for plan review season.
The needs of retirement plan sponsors and savers are changing, and advisors may want to consider a value proposition for the “next normal” in the shifting retirement landscape, according to Mike Dullaghan, Retirement Strategist at Franklin Templeton.
“It always starts with quality people. You have to have the right people who share your core values and your principles. And I think that's the biggest thing that I learned through my career, whether it be the Air Force or in businesses; if you don't have those people that are beside you, your likelihood of succeeding goes down.” – Mike Schuster
Mike Schuster, Managing Partner and CEO of Schuster Anderson Wealth Advisors, always knew he wanted to explore a business-related career. After completing his service in the United States Air Force, Mike was ready to join the business world and take a dive into the finance industry. For the past 20 years, Mike has dedicated his career to delivering personalized holistic planning services for his clients. You don’t want to miss this episode of Cambridge Stronger as Mike shares what it means to him to truly feel independent and how it allows him the flexibility to build his business in alignment with his core values and entrepreneurial spirit.
Legislation is driving a renewed focus on workers without workplace savings plans, creating opportunities for both wealth advisors and retirement specialists. Our Retirement Strategist Mike Dullaghan discusses the trends.
Just as you lead a client to make the right investment choices, your web site should guide visitors towards taking a desired action, such as making a phone call, scheduling a meeting or downloading a resource.
The advisory profession is sitting on the precipice of major cyber-related regulation set to impact advisors of all sizes. But RIAs are not cybersecurity experts; many are not prepared for the requirements expected to be released by the SEC, and it could negatively impact their businesses. The cost of a cyber incident and reputational damage is further amplified given the deeply personal nature of an advisor-client relationship, which is rooted in trust. My guests today will share advisors’ top concerns regarding cybersecurity, what cyber regulation looks like in 2024, and how advisors can calm client fears about the protection of their data.
How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the keys to advisor success, including how technology is impacting the profession, advisors' biggest pain points, unique offerings that firms should consider for their clients, and how to find the right custodian who will help during times of transition and periods of uncertainty. This episode is for any advisor looking to differentiate themselves in the market, considering a new custodian, or going multi-custodial.
In the ever-evolving investment landscape, one thing has persisted for decades: the debate about the superiority of active or passive strategies.
With interest rates at their highest levels in over a decade, now is a good time for most plan sponsors to de-risk their liabilities via a lump sum window.
Funds will begin paying out their 2023 distributions this month which could lead to a tax bill for your clients. While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.
Persuasive architecture is an effective strategy to create a website that answers your ideal clients’ questions and concerns while guiding them down a path that leads to conversion.
CNBC Journalist Laments How the Fed Now Essentially Controls the Market.
As interest rates have risen dramatically over the past year, income-oriented funds have become more attractive. With the income finally back in fixed income, advisors are searching for new opportunities to generate yield while mitigating risk in their bond investments. That’s why Madison Investments, an independently owned investment firm managing $22.9 billion in assets, recently launched its first suite of four income-oriented ETFs. The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. It added ETFs to its offerings in August. Two of the funds in its suite – the Madison Aggregate Bond ETF (NYSE: MAGG) and the Madison Short Term Strategic Income ETF (NYSE: MSTI) – seek to capitalize on the growing demand for dynamic, risk-managed fixed income strategies. My guest today will discuss how advisors can use these actively managed ETFs to get the most value out of their fixed income allocation.
The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.
Energy and Gold Produces Face Increasing Pressures, Crimping Supply.
Forced deleveraging to be chaotic, causing a new Fed and banking panic.
This article explores how promoting individual strengths and skills, advocating for enhanced diversity and inclusion, fostering a collegial environment, encouraging diversification, and attracting a broader range of clients helps RIAs stand out in a competitive industry.
As investors look for clues about what monetary central planners are thinking at Jackson Hole, the BRICS countries – Brazil, Russia, India, China, and South Africa – are holding a summit of their own in Johannesburg.
Precious metals markets are extending their losing streak as the U.S. dollar pushes higher.
The sovereign credit rating cut is unlikely to significantly change views toward U.S. Treasuries, but questions about debt sustainability may grow louder over time.
It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.
Your web site is an excellent conversion tool to grow your email list. Here’s how to capture leads on your web site using an incentive-based opt-in.
Opportunities and risk abound in the fixed income space as questions remain about whether or not the Fed will continue to tighten. With the long end of the curve starting to look appealing, but short end yields still being attractive, investors need to unpack how they are approaching the fixed income space. Join iMGP and VettaFi for a webcast that digs into how investors can capitalize on the return of fixed income.
Topics covered will include:
Top Silver Mining CEO: "On the demand side, it’s pretty phenomenal…"
The first step in winning the “war for talent” is understanding what your potential employees want.
As the debt ceiling fight in Washington heads down to the wire with the risk of a technical default looming, investors are growing nervous.
Rising rates in today's fixed-income markets have led to more attractive bond prices and higher yields, alleviating some of the challenges facing income investors.
Review the latest portfolio strategy commentary from Mike Gibbs.
What exactly does a trust company do to earn their fee that my family member or friend can’t do?
Over the last week, the market saw volatility pick up after approaching the upper end of what we believe is the near-term trading range.
How can advisors ensure that clients will keep their assets with you?
Tax-managed investing has gained in popularity in recent years. But what exactly is a tax-managed mutual fund? We do a deep dive into the concept.
Here are six compliance-friendly ways to incorporate social proof into your website to establish trust and capture new leads.
As interest rates show signs of peaking, gold prices are nearing new all-time highs.
Fears of bank runs precipitating a broader financial crisis helped spark a surge in bullion buying this week.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
We believe municipal bonds boast several key factors that position them as an attractive asset class in general, but especially so when markets are volatile.
