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News, Vision & Voice for the Advisory Community
The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion s freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments
Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyze s assault on its brand lying down.
Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a press release headlined, As the market leader on risk, we can’t stay silent.
Aaron Klein: I wish we hadn t called out other products by name.
Name beneficiaries. After years of thinking I d named a beneficiary on my 401(k), I recently checked my online account to find it blank. Take a few minutes to ensure all your retirement or investment accounts have the right beneficiary listed (note that you ll need your beneficiary s Social Security number to make it official). This isn t fun to think about, but it s a small task that, if ignored, can cause more than a headache for your heirs.
Revisit auto-save (or set it up!). Automatic savings is a smart strategy because it doesn t require any ongoing effort. But don t forget to revisit the amount you re saving, especially if your income has gone up or your goals have changed.