Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Selected by our editors.
29 videos and podcasts · new this week: 4
Clients regularly ask advisors whether a request for their Social Security number or account details is legitimate, and this episode walks through the verification questions and fraud-prevention tools the guests recommend. It may work as a client-education reference for firms that want a plain-language discussion of phishing, credit freezes and two-factor authentication.
It is a single-sitting recap of the week's retirement plan headlines, useful for advisors who work with plan sponsors or participants and want to track what is moving in the DC market without reading each item. The description also links out to the underlying articles for anyone who wants the detail.
For advisors weighing a move or feeling disconnected from their work, the episode offers a framework for separating environment and firm constraints from a loss of interest in clients. It also focuses on purpose-driven client conversations as a way to deepen trust.
The episode collects the week's defined contribution news in one place for advisors who work with plan sponsors or try to turn plan relationships into wealth clients. Several items touch on regulatory enforcement, recordkeeping arrangements and retirement income adoption, all of which sit inside the plan advisor's remit.
It is a rare on-the-record account of how a large, well-funded pension is thinking about cashflow-driven allocation and the illiquidity premium, framed around concrete manager-selection questions rather than generalities. The discussion of stalled PE funds and credit versus equity in the same company is useful framing for anyone discussing private-markets liquidity with clients.
It is a client-question format that touches on account location, bond fund mechanics and portfolio consolidation, which are recurring topics in client conversations. The episode also illustrates how published guidance can require correction, as with the I bond tax-refund detail.
For advisors who work with retirement plans or participants, the item focuses on engagement and communication choices that sit alongside plan design and pricing. It may be useful for thinking about how plan education is delivered and who delivers it.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
