How to Boost Use of Retirement Plan Auto-Escalation
Make sure participants know what sticking with today's contribution rate really means.
Playing Offense: Using Digital Infrastructure to Increase Client Referrals
From the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, you could say it’s been a tough few years for independent advisors.
Understanding the Cult of Emotion
The cult of emotion makes successful active management nearly impossible.
Insurance Monster China Created Comes Back to Bite
Rapid growth can be risky for an insurer. So can aggressive efforts to curb rapid growth.
Top 3 Low-Cost Ways for IBDs to Drive Post-DOL Value to Advisors
As broker-dealers await regulatory certainty, "go big or go home" is a false choice for firms that want to do right by their advisors.
Beyond the IRA: Remember Life Settlements
You might already know plenty about life settlements. If not, here's a look at why clients might need them.
Amazon's Long Shadow Falls on the Pharmacy Business
Amazon hopes to become the Amazon.com for the prescription drug market.
Avoid the Working Retirement Tax Penalty
The question of working in retirement and how this income impacts a clients’ taxes who is also currently claiming Social Security benefits is a tricky one.
After “Yes,” Holding It All Together
Just keeping quiet may put the client in the mood to back out.
On Medicaid-Compliant Annuities, How to Stay Within the Lines
When a married client requires long-term care, the healthy spouse will worry how to pay for that care and her own living expenses.