Competent and ethical advisors often must struggle with clients who are unwilling to confront reality. The April issue of Research helps advisors present investment choices.

Bob Seawright: The Real-World Challenges of Head-in-the-Sand Clients

• When the client resists annuitized floors, and won’t delay Social Security…
• But your competitor promises a 7% safe withdrawal rate or assumes 9% portfolio returns…
• What should conscientious but realistic advisors do?... Read More

The Disclosure Paradox

New research shows that too much information can be as harmful to retirement plan decisions as too little. Read More

Clearing Firms’ Human Touch

Moving beyond its transaction focus, clearing firms are helping broker-dealers reach out to female clients, navigate social media and much more. Read More

Enjoy!

Gil Weinreich
Editor

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