When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Small 401(k) plans have larger costs than large 401(k) plans, but even plans with the same total assets can have different costs, an analysis from the 401k Averages Book shows. Yet another reason to ...

Several years ago, I worked with a large company on their account planning strategy. It was not their first attempt at account planning. In fact, it was not their second or third attempt at account ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While you may feel like you have the investment side well handled, you may be ...

Altify, a sales performance software provider, has released Altify Max, an augmented intelligence solution designed to improve account planning and accelerate the sales cycle. The solution aims to ...

When a participant terminates employment is not the only time defined contribution (DC) retirement plan account balances may be forfeited, and there are several ways to deal with forfeited assets. The ...

Account managers these days are often juggling between different applications and digital tools. This leads to data and intelligence being stored in silos. When it comes to account planning, a lot of ...

Good things come when you least expect them, but for wealthy retirees and their children and grandchildren, the Setting Every Community Up for Retirement Enhancement (SECURE) Act (passed in the United ...

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...

Required Minimum Distributions are waived for 2020, allowing further income tax deferral until at least 2021. Now is an opportune time to consider converting a traditional retirement account into a ...