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Most Read IRIS Articles of the Week: April 30-May 4


Most Read IRIS Articles of the Week: April 30-May 4

Here’s a look at the Top 11 Most Viewed Articles of the Week on, April 30-May 4, 2018

Click the headline to read the full article.  Enjoy!

1. The Hottest New Market for Your Practice May Be Helping Your Clients Pay for Their Aging Parents’ Retirement

A growing number of Americans in their prime earning years are finding themselves faced with a financial obligation they may not have thought they would be responsible for: supporting their aging parents in retirement. — Matthew Paine

2. How to Easily Get Clients to Do More Business

No one likes cross selling.  If your firm is owned by a bank, they would like you to refer business.  On the other hand, you want to increase “share of wallet” because the more business a client does, the less likely they are to pull their account and go across the street to a competitor.  More business is good for your bottom line.  How can you make this happen, while keeping the interests of the client first and foremost? — Bryce Sanders

3. Why Is This Still a Conversation?

Recently, we were in a meeting with the AVP of marketing at a major financial organization. The reason we were invited to the meeting was to share our knowledge regarding women and finances. The conversation revolved around how we could help them provide meaningful content to advisors with regards to retaining and acquiring female clients. — Paulette Filion and Judy Paradi

4. Will Trade Skirmishes End the Economic Cycle?

Tariffs announced thus far are small and unlikely to have a significant impact on growth. As someone who grew up in an industrially insular India in the 70’s and 80’s, I know first-hand that protectionism is bad economic policy. — Krishna Memani

5. Why Are Bond Yields Rising?

With the U.S. 10-year yield pushing past 3% and reaching its highest level since January 2014 investors are wondering why are yields rising now? As we highlight in the below chart for the last few years two anchors have been weighing down on the back-end of the yield curve: demand from international investors for U.S. fixed income and a lack of inflationary pressure. In 2018 both of these anchors have begun to lighten. — Alex Dryden

6. Why Wealthy Investors Don’t Lose Money in the Stock Market

For the record, this has been one of the longest running bull markets in the history of the stock market. But last month, a sudden and dramatic 1,500 point drop in one day (from the Dow’s all-time high) followed immediately by a quick rebound in the same week got everyone’s attention and rattled nerves. — Pam Krueger

7. How Much to Withhold for Taxes in Retirement

Many upcoming retirees aren’t quite sure how taxes in retirement are calculated. It’s not all that different than the way they are calculated while you are working. Much like when you are working, you need to have an estimate of the amount of taxes you are required to pay so you know what amount to have withheld from pensions, Social Security, or other types of income. — Dana Anspach

8. The Problem With Advice Givers Who Don’t Take Advice

If part of the value of your advice lies in having an objective third party look at things without the emotion, and you don’t follow that advice yourself, why should your clients? — Stewart Bell

9. Why Frontline People Really Hate the Word “Corporate”

I believe that frontline people “rule the world”. They control the customer experience and live the brand of an organization every moment of every day. If customer transactions go well, loyalty is created; if not, loyalty is destroyed. — Roy Osing

10. How Budgeting Impacts Digital Transformation

Traditional budgeting in large enterprises interferes with digital transformation success. When projects are approved for a limited budget cycle (say 1 or 2 periods), the project’s value and potential to bring digital transformation begins to diminish as soon as funding stops. — Marc Lamoureux

11. 6 Types of Investment Fees You Need to Uncover

Investment fees matter. They can make a big difference to your financial health in the long run. Before you put money into any investment, it’s vital to uncover the real costs. They typically include these six types of fees … — Rick Kahler

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