Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, offering an immersive experience along with important information.
The Invest in Others Grant Program at Envestnet's Advisor Summit grant program provided an opportunity for financial advisors to secure funding for specific programs or projects on behalf of nonprofits that they support.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
The financial services industry is one of the most philanthropic sectors in the modern business world. In the financial advisor community, there are good reasons beyond pure altruism to engage in charitable work. Here are three of them.
Financial advisors are helpers by nature. In addition to being naturally inclined toward altruism, those who work in this particular profession are also uniquely qualified to lend support to charities and non-profits beyond simply donating funds.
Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.