APRIL 26, 2017 Journal in the Round - Planners, Aging Clients and Addressing Key Areas of Need
Please note that CE credit is only for the live version of the course, and not the recording.
Join April's Journal contributor Susan Kornegay and eldercare consultant Annalee Kruger, president of Careright Inc., as they share their many years of experience and knowledge.
Cover Story by Susan Kornegay, CFP®
The needs and concerns that affect seniors and their families fall into six major areas. By approaching them topically, you can help your clients best address these concerns.
by Renée Kwok, CFP®; and Daniel Kern, CFA, CFP®
Increased life spans bring great benefits, but the potential for cognitive decline remains an important planning consideration.
by David Blanchett, Ph.D., CFP®, CFA
Optimal safe initial withdrawal rates differ significantly across retiree households. This research shows that guaranteed income had the largest impact on the estimated safe initial withdrawal rates among the five variables considered.
FINRA 2017 and SEC 2017 Priorities Letters say the use of social media and other electronic communications are playing an increasingly important role in the securities business, and as a result your firm's compliance procedures and controls need to be aligned.
The world of research in the financial industry is undergoing a fundamental change. The promise of “big data” has helped foster a new era of innovation, as investors seek to harness this newfound potential to their advantage.