Maximizing Employees’ Health and Financial Wellness in 2018 Starts Now
One thing you do already know about the coming year is that medical bills will cause stress.
How Should CFP Board Raise Its Standards?
The CFP Board announced Tuesday that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20.
An Absent Chairman Is the Least of Anbang's Problems
Critics see the company as selling high-risk, short-term policies masquerading as life products.
A Victory for Florida Life Insurance Consumers
A new notice might advise consumers considering policy changes to seek professional advice.
Commitment Issues: Your Business’ Plan B Should Be Plan A
Do you want your wife or husband to have a Plan B? Of course you don’t.
How DOL Is Changing Sign-On Bonuses and Other Indie BD Procedures
A profitability shell game is going on, as profit centers such as ticket charge markups are sacrificed while advisory administration fees increase.
Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
As Debt Piles Up, the Old Take From the Young
One analyst says the true net 'worth' of the United States is negative 800% of GDP.
Behavioral Finance Is a Promising Alternative to MPT
A fully developed behavioral model of financial markets does not yet exist, but several underlying concepts and their resultant implications for investment management are emerging.
Avoid These Mistakes When Working With Widows
The most innocuous, well-meaning comment can grate on a newly minted widow or widower.