Advisors

Karen Simons Source: Karen Simons Karen Simons was out of the professional world for more than 20 years to raise her three children. Now she’s a financial planner at the investment advisory firm Yeske Buie. She made that change happen through a “returnship,” the grown-up version of a college internship that companies are increasingly offering
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Thomas M. Barwick | Getty Images Financial advisors have another “best interest” rule around the corner: This regulation applies to life insurance and annuity recommendations. New York is rolling out a regulation that will require financial advisors to place their clients’ interests above their own when they’re making recommendations around proposed or in-force insurance contracts.
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MixAll Studio | Blend Images | Getty Images Robo-advisors have made one thing abundantly clear to traditional financial advisors: Picking investments for clients is simply not enough anymore. “Investments are table stakes now,” said certified financial planner Erin Wood, vice president of wealth planning at Carson Group Holdings in Omaha, Nebraska. “Advisors have to help
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