A holistic approach to longevity planning allows advisors to build better relationships with female clients and help them achieve lasting stability in retirement.
Former NFL safety Antrel Rolle helped the IRS catch and arrest his former tax attorney, according to Bleacher Report and TMZ Sports. Rolle, who played for the Arizona Cardinals, New York Giants and Chicago Bears during his 11-year career, was allegedly defrauded of at least $1.2 million by attorney Hiram Martin. ...
Lack of Savings is Americans' Biggest Financial Fear More than a quarter of Americans say their biggest financial fear is an unplanned financial emergency, according to a recent survey by personal finance site WalletHub. That beat out job loss (20 percent), fraud (11 percent) and poor credit (7 percent). ...
Franklin Templeton Creates National Retirement Plan Strategist Role Franklin Templeton has promoted Kevin Murphy to the newly created role of national retirement plan strategist, where he will be responsible for managing and growing the firm’s mid-market DC advisory home office relationships. He’ll also be responsible for the overall segment strategy and implementation, and the firm’s HSA initiative. ...
You are subscribed to this newsletter as [email protected] Questions or problems? Contact Customer Service Wealth Management | Penton | 1166 Avenue of the Americas, 10th Floor | New York, NY 10036 Copyright 2017, Penton. All rights reserved.
