What to Tell Clients About Closed-End Funds in a Rising Rate Environment
CEFs continue to be important income generators even as rates creep higher.
Isn’t It Really a Longevity Crisis?
What we call the retirement crisis is actually the much larger problem of not being prepared to live longer.
Why Advisors Need to Be Working With Gen X: The Worried Generation
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
Investors Are Sure They Spotted a Trump Rally
If investors' internal models tells them the U.S. president is important to the economy, then the goings-on inside the beltway must be significant.
It’s Time for a Summer Technology Refresh
As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
Life Insurance Can Be a Great Retirement Planning Tool
It can protect clients against dying too soon, and it can help solve many other problems.
When Customers Lie, We Learn
Can insurers do to insurance fraud bugs what the 'Keep America Beautiful' campaign did to litterbugs?
Managing Medicare: Tips and Tricks to Minimize Costs
Postretirement health care costs can be huge, but there are steps that can be taken to reduce the cost of Medicare coverage.
Defending Your Digital Data: Part 1
Cybersecurity is becoming less esoteric for advisors – something that’s avoided or relegated to IT personnel to handle. Increasingly, it has become front-page news.
Hire Top Next-Gen Advisors to Address Next-Gen Issues
The changing face of business often means new skills or new opportunities that may be uncomfortable. For many advisory firms, the looming challenge is modernizing their offices.