April Scott-Clarke

Phased retirement: A choice or necessity?

Retirement has been redefined in the past few years for your aging clients; most commonly, people are continuing to work into their retirement years. But, is doing so a necessity or choice?

By April Scott-Clarke |June 10, 2013

3 min read

Industry

BlackRock buys out Bank of America stake

Global asset manager BlackRock Inc. has agreed to repurchase Bank of America Corporation’s remaining ownership interest in BlackRock, in a deal worth about $2.5 billion or $187.65 per share. The shares will be retired following the close of the transaction, which will be immediately accretive to earnings per share. In connection with the transaction, Bank […]

By April Scott-Clarke |May 19, 2011

1 min read

Planning and Advice

The impact of culture on communication

Do cultural biases have an impact on the decisions your clients make about their retirement savings? “Of course,” says Chad Lewis, founder of Boston-based Intercultural Focus. Culture is something advisors need to keep in mind not only in hen developing a financial plan, but in explaining it to the client as well. Lewis was the […]

By April Scott-Clarke |April 27, 2011

3 min read