What UMH Is – and Is Not

Our industry needs to move beyond talking a big game as if UMH is here and start delivering. In my latest column for FA Magazine, I help you recognize what’s UMH and what’s not and ask, “Isn’t it time we quicken the pace toward UMH and do better for clients and advisors?”

Summer: A Great Time for Podcasts

And we have some good ones to add to your playlist at WealthTech on Deck:

• Erich Holland , head of sales and experience for the SEI Advisor business, described the company’s path to becoming an international technology, operations and asset management powerhouse with more than $1.4 trillion under administration.
• Jacquelyn K. Reardon, RMA? , head of U.S. marketing for Franklin Templeton , revealed the Mars/Venus issue uncovered by the recent Voice of the American Workplace: Young workers want more income, faster promotions and heftier raises. Employers think other benefits are priorities.
• Robert J. Sofia , Snappy Kraken ’s CEO, highlighted the insights for financial advice marketing from his firm’s recent survey and suggested ways to use AI so that it’s not more “junk from machines.”
• Matt Reiner, CFA, CFP? , of Capital Investment Advisors , described how his family-founded RIA uses innovation labs and what’s happening at The Circle, his online community for growth-minded wealth professionals.

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Ideas for Advising Clients on Social Security

• Should someone always wait until 70 to file for Social Security benefits? Of course not. Jeff Quigley, CSSCS , of LifeYield , demonstrates how Social Security optimization technology supports advisors and their clients in making critical filing decisions.
• Social Security benefits may be limited for people who are teachers or have other jobs, often in government, where employers fund pensions but don’t pay taxes to fund Social Security. Alyson Dorosky, CSSCS , has tips for working with clients who receive "noncovered pensions."

I’m enjoying the end of spring in all its glory, and I hope you are, too. Drop me a line if you have a suggestion for a topic or guest for WealthTech on Deck.

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Jack Sharry

EVP, Chief Growth Officer

LifeYield

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P.S. Want to know when my latest podcast drops? Sign up here.