Steve Finley was drafted by the Baltimore Orioles in 1987, and turned an initial $600/month salary into a 19-year career in Major League Baseball. After retirement, he realized just how little he'd thought about finances as a player and how underprepared that left him...

November 1, 2017

Antrel Rolle's tax attorney filed fraudulent tax returns on his behalf and kept the money, Americans biggest financial fear revealed, and Franklin Templeton names a National Retirement Plan strategist.

Former NFL safety Antrel Rolle helped the Internal Revenue Service c...

August 11, 2017

The U.S. Securities and Exchange Commission announced today that Louis Martin Blazer III, founder of Blazer Capital Management, has been ordered “to pay nearly $2 million in fines.  The former Pittsburgh financial adviser was accused of embezzling $2.35 million from in...

Robo advice is all the rage, but a Salesforce study suggests advisors could get more value from mobile apps and collaboration tools.

Robo advisors dominate a lot of headlines, and advisors are constantly told they need to adopt digital advice technology to remain compet...

April 26, 2017

When it comes to getting ahead financially, there are two main schools of thought. First, you can hack your expenses to save more – perhaps cutting cable television, brown-bagging your lunch, or riding a bike to work. By saving more money, you'll have more money to inv...

April 19, 2017

93 percent of Americans believe financial advisors who give retirement advice should be legally required to put their clients’ interests first, according to a new survey from Financial Engines, an RIA in Sunnyvale, Calif. And more than half of those surveyed believe th...

January 27, 2017

In the coming years, protection and control may become even more important planning issues than taxes.

When most high-net-worth clients think of trusts, the first word that pops into their heads is “taxes.”

This popular misconception has remained stubbornly ingrained in...

Last year, Johnny Depp fired his long-time business advisors, the Management Group, and now he’s suing the organization for allegedly fleecing him for tens of millions of dollars. The complaint characterizes Depp as “the victim of the gross misconduct of his business m...

Plan sponsors are slated to increase “financial wellness” programs beyond retirement decisions in 2017, to include such things as financial literacy, budgeting, debt management and financial planning. Here are the key points retirement plan advisors should follow:

Emplo...

For many advisors, creating a practice of ultra high net worth (UHNW) clients is an aspirational goal - one that allows for significant growth of assets, the ability to solve complex issues, and a lower number of households required to sustain the business. But for man...

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