Why Most U.S. Pension Plans Will Shaft Their Participants
The world is already facing a $427 trillion retirement savings shortfall.
Indexed Universal Life: It's Just a Great Investment
Nothing in life is risk-free. But investing in indexed universal life insurance comes pretty close.
Uncovering a Hidden Junk-Bond ETF Fee
Investors have been flooding into exchange-traded funds because they think they're cheap. But costs are tricky.
Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
Millennials Need to Protect Their Income
Here are five points you can raise that might get the attention of the young invincibles.
Spousal Consent Rules and Marriage Contracts
With respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
Regulatory Considerations When Bringing On a New Advisor
There are many legal and compliance considerations to keep in mind when adding an advisor to your firm.
Your 5 Best Arguments for Life Insurance (Besides the Death Benefit)
Life insurance should be a bedrock of any serious financial, retirement or estate plan.
When Should Small Businesses Convert SEPs to 401(k)s?
Some small business owners may have started out with a SEP IRA for convenience but circumstances change.
Market Volatility Won’t Stay Low for Long
Markets can get turbulent very quickly — too quickly for investors to alter their portfolios.