Why the Future Belongs to Unified Managed Accounts
The Rise of UMAs Advisors in the RIA channel have a greater share of client assets (47 percent) in...
Read MoreAuthor: Cliff Walsh, CFA
Roth IRA for Children: Asset Retention Strategy
Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.
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The SPAC Phenomenon
A SPAC is a shell company established by investors to raise money through an IPO with the goal of acquiring another company. Investors buying into a SPAC IPO generally do not know what acquisition the SPAC will make, which is why SPACs are often referred to as “blank check” companies.
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Financial Illiteracy: When Will We Learn?
Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.
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When Refinancing Does (and Doesn’t) Make Sense
With mortgage rates nearly 100 bps lower today than in the first quarter of 2019, many of your clients may be considering refinancing their current mortgage. If they haven’t already discussed refinancing, it may be a good idea for you to start that conversation.
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