Wealth Speaks

AE Wealth Surpasses $4B in Total Platform Assets

By webteam | June 18, 2018 | 0 Comments

AE Wealth Management Remains One of the Country’s Fastest-Growing RIAs, Adding $1 Billion in Platform Assets in Just Six Months AE Wealth Management continues to grow without accepting external capital or making acquisitions, having surpassed $4 billion in total platform assets as of June 12, 2018. AE Wealth increased its total platform assets from just…

What’s one way to get more referrals?

By webteam | June 10, 2018 | 0 Comments

Click to Watch! AW06183560

Teaching Couples How to Work Together on Their Finances

By webteam | June 3, 2018 | 0 Comments

David Bach’s #1 national best-selling book, “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner,” is now out as a brand-new edition 17 years after its initial release In addition to the revisions and updates, the book is also now available as a turnkey seminar titled “Smart Couples,…

Why Some Clients Should Take Social Security Early

By webteam | May 27, 2018 | 0 Comments

Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…

How You Can Finish Rich

By webteam | May 20, 2018 | 0 Comments

David Bach, co-founder and Director of Investor Education at AE Wealth Management, talks with Evan Carmichael on his show about how to finish rich. Any testimonial statements herein may not be representative of the experience of other financial professionals and are no guarantee of your future success. The testimonials were not paid for. Results from…

Tariffs and Investment Strategy

By webteam | May 13, 2018 | 0 Comments

President Trump campaigned on his and his voters’ belief that the U.S. was being taken advantage of by global trading partners such as China, Mexico and Canada by flooding the U.S. market with cheap steel, aluminum and other commodities and products using unfair trading practices. As of early spring, Trump has begun to fulfill his…

Think Return on Retirement, Not Return on Investment

By webteam | May 6, 2018 | 0 Comments

Your clients have worked their whole lives focusing on saving and planning for retirement. Now what? David Bach, 9 time New York Times Best Selling Author and co-founder of AE Wealth Management, speaks with Reuters’ Fred Katayama as they discuss what a client’s focus should shift to when they reach retirement. Click to Watch! This…