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Headlines you need to know this week — January 22, 2019
More advisory firms explore texting It seems like most people are texting, and a growing number of financial advisory firms are exploring ways to allow advisors to text with clients. According to Pew Research, 98% of households with an income of $75,000 or higher use smartphones. Still, any client communications must meet guidelines set by federal regulatory agencies.
Women have more incentive to save Women may already lag in retirement savings if they earn less than men. Understanding the wage gap could serve as an incentive for women to save more or focus on a retirement plan. The National Women’s Law Center recently reported that, based on the wage gap, the average woman who worked full-time for 40 years would still make $406,760 less than the average man. To make up the difference, a woman would have to work 10 more years than a man, the study found.
Study finds digital tools are a key to success The use of digital tools is important for an advisor’s future success, according to a report by the Certified Financial Planner Board of Standards’ Digital Advice Working Group. While financial advisors will remain the top source of advice, consumers will expect some use of technology as part of the relationship. The report noted that advisors who use technology can create “deeper conversations and longer-lasting relationships.”
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A 2.8% increase in benefits this year is one of the changes to Social Security. https://t.co/Vx5gqdEXGp
Advisors: Volatility defined the end of 2019. Attend our webcast featuring Chris Galipeau to better understand the… https://t.co/dNdpjsWVXL
Advisors: LinkedIn is one of the most powerful business-building tools you've got. Putnam's experts tell you how to… https://t.co/246qziUB19
Your LinkedIn profile is the cornerstone of your digital personal brand. Here are five things you can do today to o… https://t.co/3wVVNyLDId
Many don't realize that Americans' $28 trillion in retirement savings comprises over 1/3 of the total capitalizatio… https://t.co/Y9MfzAFAPQ
Advisors: Start your first planning discussions of the year with a review of changes to tax figures and contributio… https://t.co/7cyym45A48
The #NFLPlayoffs are the culmination of a season full of hard work, dedication, and active management. If you're go… https://t.co/roeOAqgoG6
If you're going to be at Gillette for the game this Sunday, make sure you're in your seat for the first quarter Fan… https://t.co/E7OkmvAUFq
New for tax year 2019: Alimony payments are no longer deductible and alimony received is not considered taxable inc… https://t.co/LGxuU6bV0x
Putnam associates are giving it #EverythingWeGot! @Patriots #GoPats #ProudPartner https://t.co/VZZPm6ovWm
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