Jamie Hopkins

Director of Retirement Research

Jamie is the Director of Retirement Research at Carson, and he specializes in educating both investors and advisors. A nationally recognized author, researcher and educator, Jamie is a regular contributor to major industry publications and a go-to expert for the media on retirement income planning and tax law.

Compliance

Key Takeaways from the SEC’s Reg BI Rules Package

Posted on June 12, 2019
After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the “best interest” of clients when…

Practice Management

What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

Posted on June 11, 2019
"Avatar" and "Avengers: Endgame" sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation). Both have taken in over $2.5 billion dollars…

Practice Management

How to Combat Growing Advisor Burnout

Posted on June 3, 2019
Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is leading to people feeling a great deal of uncertainty. This uncertainty clients are feeling is trickling…
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