Getting (cautiously) creative with split-dollar life insurance
Although private split-dollar life insurance plans have lost some of their appeal, this approach to intergenerational wealth transfer still holds appeal for some affluent clients.
Blending life and LTC coverage for optimal results
Mention traditional long-term care insurance (LTCI) to clients and you’re likely to encounter a chorus of objections. Combining policies is one solution.
Why consumers’ attitudes toward life insurance are changing
Clients are taking more of a long-term view with their life insurance, and here's the result.
Where are all the women in financial services?
Women have an increasing share of income and wealth in the United States and globally, but they are underrepresented among financial advisors in the U.S.
Edward Jones’ Jim Weddle: Readying for the Future
The head of the national broker-dealer looks at long-term trends in wealth management and sees big opportunities.
Annuities for retirement income
The longer retirees wait to turn this income benefit on, the greater the payout will be.
How to battle irrational financial behavior
Knowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.
RBC’s Retiring CEO Talks DOL Fiduciary and the Best Business Model
RBC Wealth Management CEO John Taft reflects on where the wealth management field has been and where it's heading.
Selective Opportunities in Natural Gas
Two experts share where they see the best prospects for growth and profits in the sector.
How to successfully transition to a fee-based practice
Fee-based relationships continue to gain ground, but advisors should be cautious about changing their business models.