What the Senate Health Care Bill Would Change
The author says the Better Care draft would keep most of the architecture of the ACA intact.
Pharmacy Benefit Managers Have Changed
The author says PBMs have to show that they're really saving money and improving outcomes.
Move Generic Drugs Faster
The authors make the case for the CREATES Act bill.
Should You Outsource Your Investment Management?
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Board to Death: Is the CFP Board’s New Fiduciary Standard Really Better Than No Standard at All?
Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.
Socially Responsible Investing Starts With the Bottom Line
As mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
Pershing’s New Advisor Tech Experience
If you want to get a glimpse into the future of advisor technology, spend an hour with Ram Nagappan, chief information officer of Pershing.
The Build-A-Pension Trend
“Longevity risk” is such a concern that the IRS has eased rules that make it easier for clients to protect against the risk.
Wealth Advisor, Heal Thyself: A 5-Question Checkup for Your Firm
Answering these questions will put your firm on the path to a healthy future.
Should You Jump on the Buffer Annuity Bandwagon?
This product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.