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Client Life Events
It’s time to have “The [estate planning] Talk”
This piece is approved to use with clients.
Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Personalization
An Inside Look at Direct Indexing
This piece is approved to use with clients.
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Regulatory Education
Top DC Trends and Developments
Curated content for RIAs.
Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Client Life Events
Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
Curated content for RIAs.
You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.
Regulatory Education
Presentation: Top DC Trends and Developments 4Q21
This piece is approved to use with clients.
Recap of 4Q21 highlights, insights about the plan participant retirement readiness, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
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In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.