Father Of 4% Rule Actually Used 4.5% For Clients, Here's What He Says To Use Today
Bill Bengen, the “father” of the 4% rule, the safe withdrawal rate for retirement savings, actually used 4.5$ for his clients.
Recent
Pershing Rakes In $12 Billion In New Assets As New RIA Clients Come Rolling In
The RIA Custodian raked in $12 billion in new assets in the third quarter, with a good portion likely due to incoming RIAs.
When it Comes to Custodians, Advisors Shouldn’t Settle for Less
One of the most important decisions an independent investment advisory firm can make is its choice of custodian.
Protect Wealth While You Can: Biden-Harris Blue Wave Unleashes Now-Or-Never Planning Tsunami
We’ve seen this before. When the tide in Washington turns, taxes go up and shielding clients from the IRS becomes essential. Get ahead of the crowd!
3rd Quarter RIA M&A Deals Rebound, Hit Record Level
After a brief slowdown in the second quarter, wealth management M&A activity has returned to an all-time high level.
Comparing the DOL Proposal to the Broker-Dealer and RIA Standards of Conduct
Comparing standards of conduct between broker-dealers under Reg BI, RIAs under the SEC, and DOL's proposed prohibited transaction exemption.
Financial Advisors: Delight Your Clients With These 10 Service Strategies
Clients of a financial advisor or firm definitely appreciate seeing their portfolios grow, but there’s more to good service.
