Client Services
NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She...
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Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?
Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the...
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Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking...
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With fee compression and other market pressures in the defined contribution space, financial planning and wealth management opportunities are becoming more attractive offerings to recordkeepers, plan advisors and other DC providers.
In fact, several DC plan providers are harmonizing their DC and...
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NTSA congratulates NTSA 2021 Elite Advisor Michael Goldberg, CRES for his outstanding, unique accomplishments. Goldberg, Boca Raton, FL, practices through NTSA Strategic Partner Equitable and serves 5,100 participants in six school districts. He had more than $46 million in retirement assets under...
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Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards.
The members of this year’s AJC are:
Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
Michael Goldberg of Equitable;
Chris Janeway...
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Welcome to Advisor Alley! The NTSA Advisor will be running brief, bi-weekly articles intended for you, the financial advisors, who spend your time and effort serving your clients’ retirement needs.
This section is a place for a quick read about activities that advisors like you are engaging in to...
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More Americans (37%) spanning generations and demographics feel unprepared or unsure if they are on track for retirement compared to the previous three years—and women are even less certain, according to a new survey.
Nearly half of women (47%) report a lack of confidence, according to BlackRock’s...
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Editor’s Note: This is the third in a series of articles about the 2022 NTSA Elite Advisors. The first is here; the second is here.
NTSA congratulates NTSA 2022 Elite Advisor Carla-Ann E. Goedtke, CPFA™, CRES, for her outstanding and unique accomplishments. Goedtke’s firm, Investors Choice...
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Don’t hesitate! Do you know of an elite advisor who deserves to be nominated for the NTSA 2023 Elite Advisor Awards? The nomination period began last week and is under way!
The NTSA Elite Advisor Awards’ goal is to recognize the very ‘best of the best’ financial advisor members of NTSA who have...
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Editor’s Note: This is the second in a series of articles about the 2022 NTSA Elite Advisors. The first is here.
NTSA congratulates NTSA 2022 Elite Advisor Alberto Gaglianese, CFP®, AIF®, CRES, for his outstanding and unique accomplishments. Gaglianese’s firm, Clearpath Wealth Partners, LLC, in...
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Editor’s Note: This is the first in a series of articles about the 2022 NTSA Elite Advisors.
NTSA congratulates NTSA 2022 Elite Advisor Virginia T. Harriett, CFP ®, CRES, for her outstanding, unique accomplishments. Harriett’s firm, Harriett Financial Group, Marlton, NJ, practices through Lincoln...
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Teachers like to work with financial professionals more than any other source regarding managing their finances and preparing for retirement, says a recent study—and that is especially pronounced among younger educators.
A majority of educators—52%—would rather have a financial professional ...
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Editor’s Note: This is part of an ongoing series that provides a look at content available through the NTSA Advisor’s weekly MarketBeat feature, an archive of which is contained in the Industry Intel section of the NTSA website here. This installment concerns serving clients and participants. ...
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A consulting firm’s data breach has triggered a second class action lawsuit by an affected participant on behalf of a class of some 2,500,000 individuals.
The suit, brought by plaintiff Greg Torrano, claims that 2,537,261 individuals signed up for benefits plans through their employers—only to...
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Vestwell has been selected as the vendor that will administer the Colorado Secure Savings Program and New Mexico Work and $ave, the state-run retirement plans that provide retirement plan coverage for employees in those states whose employers do not.
Vestwell announced that it won a competitive...
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Emboldened by starting to save at an earlier age, Millennials apparently have an evolving vision of what it means to retire, with an emphasis on flexibility and lifestyle, according to a new study by Schwab.
Among the key findings in the firm’s new Retirement Reimagined Study is that while...
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Today is your last chance to participate in NTSA's first 2022 Member Survey.
This one concerns volunteerism, both in your community and as a corporate citizen, serving as an NTSA and industry representative in the best way possible.
And in the process—think about volunteering with and for the...
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Join NTSA in congratulating Adam Pearce’s ongoing volunteerism with NTSA and his commitment to local community volunteerism. Pearce received the NTSA 2021 Richard Ford Volunteer Service Award for his lifetime service, both with NTSA and in Phoenix, AZ.
“What I found on my journey with NTSA is that...
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Choosing the right technology and integrating it into your practice smartly can turbocharge your business. In MarketBeat, John Ortman writes about a workshop at which tech-savvy execs explained how.
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