presenting
RainBlog
Unveiling key insights for a renewed advisor relationship.
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Independence
Fiduciary Rule: Last Week Tonight with John Oliver
It's been 8 years since John Oliver tackled the DOL retirement rule. Enjoy a laugh with this throwback clip and episode.
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Fees
529 Plans: Direct vs Broker Sold
Know the difference in fees charged on broker sold 529 plans vs 529 plans available directly with the state.
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Fees
Investment Services are Not Free
Fees are not inherently bad, but you should avoid overpaying in fees, which can significantly diminish long-term returns.
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Independence
Fiduciary vs Broker
What is the difference between investment advisors, who are fiduciaries and brokers?
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Independence
DOL Proposes Fiduciary Standard
The DOL proposes a fiduciary standard for advice on retirement accounts.
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The Relationship
Ensuring You Get the Service You Deserve: Unveiling the Reality of Your Requests
Study suggests advisors are often not providing holistic services in the way consumers demand.
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Fees
46% of Clients say Advisor Costs are Not Transparent
According to a recent study, 46% of prospective clients said the costs of a financial advisor are not transparent. This confusion is cited as the biggest hurdle for affluent potential clients to sign on with advisors-- and for good reason.
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Advisor Transition
38% of Advisors Planning to Retire in the Next Decade
The impending mass retirement, coupled with the accelerating Great Wealth Transfer, is set to usher clients into a new era of financial advisory relationships.