financial planning

Retirement Upside

Why Retirement Savers Don’t Love 401(k) Predictive Tools

Photo by Petr Sidorov via Unsplash

The features on plan providers’ sites and apps could use more decumulation and personalized analysis, observers said.

2 min read

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Advisor Upside

Digital vs. In-Person: How Advisors and Clients Decide What Makes Sense

Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found.

2 min read
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Advisor Upside

LPL Wants AI to Read Financial Plans so Clients Don’t Have To

While meeting transcribers and email drafters paved the way, artificial intelligence is moving out of the back office and into the core advice process.

2 min read
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Advisor Upside

Micro-Retirements Carry Macro Risks, Advisors Warn Clients

Health insurance headaches are among the potential problems with climbing off the career ladder temporarily.

2 min read

Advisor Upside

Inflation Isn’t Retiring Anytime Soon. Your Clients Should Be

Retirement planning is much more dynamic than a decade ago, and financial advisors are rewriting the playbook.

4 min read

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