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How are top retirement plan advisors gaining market share? Becoming more efficient? Delivering their best client experience? Join WinMore Plans online May 8 from 2:00 p.m.-3:00 p.m. ET for “DC Benchmarking Data: How the best advisors level-up.” You’ll dig into the data from their latest benchmarking study made up of 80 DC specialist advisor practices across the U.S. that manage more than $871 billion in AUA, 17,000 plans, and 1.4 million participants. https://1blk.co/3wnWNnd

In this edition of Selector Spotlight, our host Sam Rossiter interviews Joanne Benson, Head of investments at Copia Capital Management👉 https://lnkd.in/eAK3sBX8 Benson discusses the impact of the FCA's thematic review on retirement advice firms, highlighting shifts in the #RetirementLandscape and the need for tailored #InvestmentStrategies to manage risks in de-accumulation.

NEW WMIQ REPORT: Financial advisors are undergoing a transformative shift, focusing on long-term planning as markets regain stability. A survey by Wealth Management IQ and Marsh McLennan Agency reveals a noticeable trend towards hybrid services that combine retirement planning and wealth management, driven by increasing client demands for comprehensive financial guidance. http://spr.ly/6045rGQBX

In our most recent commentary, “Market Concentration”, we discuss the following: - The impact of the “Magnificent Seven” on the broad market indices. - The value of customizing investment portfolio construction. - Areas of attraction within the financial markets. - 2024 Tax & Retirement Plan update. - Paying tribute to Ina Mae Storandt & Charlie Munger. - Kristin Balistreri retirement announcement. - Bryce Schuster hiring.   We hope you enjoy the read and find the information useful!

Investing in the stock market carries the allure of growth potential, but it’s a journey laden with risks. There’s no guarantee of positive returns – history has shown that even extended periods of market downturn are possible. This makes relying on investments as the sole source of retirement income a risky proposition, particularly as you get older. Check out my article this month to navigate around the risks. https://lnkd.in/gUsa7EwJ #TrustedAdvisorTips #FinanceWithIntegrity #EthicalInvesting #AdvisorTransparency #ClientFirstFinance

Investing in the stock market carries the allure of growth potential, but it’s a journey laden with risks. There’s no guarantee of positive returns – history has shown that even extended periods of market downturn are possible. This makes relying on investments as the sole source of retirement income a risky proposition, particularly as you get older. Check out my article this month to navigate around the risks. https://lnkd.in/gUsa7EwJ #TrustedAdvisorTips #FinanceWithIntegrity #EthicalInvesting #AdvisorTransparency #ClientFirstFinance

Investing in the stock market carries the allure of growth potential, but it’s a journey laden with risks. There’s no guarantee of positive returns – history has shown that even extended periods of market downturn are possible. This makes relying on investments as the sole source of retirement income a risky proposition, particularly as you get older. Check out my article this month to navigate around the risks. https://lnkd.in/gUsa7EwJ #TrustedAdvisorTips #FinanceWithIntegrity #EthicalInvesting #AdvisorTransparency #ClientFirstFinance

NEW VIDEO: When it comes to retirement accounts, many investors often fail to think about required minimum distributions. That oversight can lead to unnecessary tax burdens and other financial issues. In order to handle RMDs effectively, an understanding of the rules—and common errors people make—can be beneficial. Jason Weszka takes a look at some common errors here: https://lnkd.in/eW9AtCmb

Randi Weingarten and Damon Silvers share an important and powerful critique of BlackRock CEO Larry Fink's recent proposal to resolve the retirement crisis in the US (which is not at all limited to the US, but is a crisis for the entire world) here: https://lnkd.in/egkxfhcQ They point (correctly) to the financialization of pensions, beginning in the US in the 1970s, as the root cause of the crisis. They do seem to miss, however, the logical solution: de-financialize pensions. They also do not speak to the knock-down effects of financializing pensions on a large inventory of crises in society and the economy, globally, today. So they also miss the chance to point out to social activism across multiple vectors of social change that de-financializing pensions will open up powerful new strategies for effecting social change across many, if not all, of those vectors.

Navigating the path to financial security requires strategic planning and a strong focus on the long game—much like expanding a business across the country. Wise investments and calculated risks pave the way for a stable retirement, much like my own aspiration to retire comfortably by 55. Let's share insights and strategies. #FinancialGoals #StrategicPlanning