Annuities Are Neither Good nor Bad — as Long as Clients Come First
We’ve been following for years the debate around whether variable annuities are a key part of retirement planning.
Inequality in Our Retirement Accounts
While we are debating income inequality, we should also be thinking about retirement inequality. Perhaps most vulnerable are the millennials.
What the Rise of the Robos Really Teaches Us
Lessons advisors can learn to avoid going the way of the neighborhood bookstore. To begin, it's not about the technology.
What the October Jobs Data Means for the Fed
Here are the three data points to look for in the October jobs report tomorrow to discern how the Fed is leaning, Mohamed El-Erian writes.
Deadlock: Why the SEC’s Stalled on a Fiduciary Standard for Brokers
The views of the departing SEC commisioners capture the essence of the current fiduciary debate.
Sovereign Wealth Funds Face Their Rainy Day
The retreat of the sovereign wealth funds, with their $6 trillion-plus in assets, is a potential factor of instability in an already sickly global economy.
High-Yield Bonds Signal More Market Gains: Searching for Alpha for November 2015
This return of the risk appetite for fixed income investors may indicate that the economy is in better shape than many believe.
Managing the Variables in a Variable Annuity Exchange
A variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rule’s take on VA sales.
7 Steps to Boost Employee Innovation
To succeed, innovation can’t just be the firm owner’s job. Here are seven steps to encourage employee engagement.
Your Personal Road to Independence: Should You Take It?
If you’re an employee advisor, ask yourself these questions before you hit the independence accelerator, Mike Patton says.