Health Debate Would Change After Graham-Cassidy
Maybe setting up a single-payer system at the state level would be tough.
All in the Family: Keeping Smaller Clients Is Better Than Not
What do you do about clients that your business has outgrown who have become unprofitable to service?
Automate Advice, Not the Advisor
Handing off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
Any robot can sell an annuity. You can untangle knots.
Want a Better Health Care System? Check Out Japan
The author argues that their system is similar to Medicare but much cheaper than ours.
Bond Investors Rationalize the Unrealistic
Buying 10-year Treasuries means locking in negative after-tax and inflation returns for a decade. That's hardly a satisfactory investment.
3 Tech Strategies for Launching Annuities Faster
Issuers may have to be prepared to continue to keep turning on a dime for many years to come.
The Advisor as Tech Guru, Educator, Full-Service Consultant
It’s no secret that the wealth management industry is in the throes of profound transformation.
Take Last-Ditch Obamacare Repeal Effort Seriously
Maybe the 'Affordable Care Act status quo' isn't really all that stable.
Trump Found His Niche. You Can, Too.
To stand out in a crowd, you can either be better or you can be different. And “better” is a much harder sell.