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.

Succession Planning

3 Aspects of Retirement Affected by Divorce

Posted on July 26, 2019
Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness and …

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 …

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 …
Load More

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image