The Growing Influence of Impact Investing
The industry is catching on to investors' interest in — and willingness to pay for — products that align their investment goals and personal values.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
When Surrender Leads to Success
A recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
How Doing Good Can Help Advisors Do Better
Giving back can have a positive effect on personal satisfaction, resilience and productivity — yours and your team members’.
Why Income and Patience Matter to Advisors — and Clients
From the products sold to the technology used to the clients served, advisors today are working in a much different environment.
Can You Plan for a Black Swan?
Extreme events can have a deep impact on investment portfolios, writes Michael Finke; assessing their risks poses a formidable challenge.
10 Things Everyone Should Know About Bond Investing
For long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
Advisors, Give Your Clients Permission to Spend
People with a healthy relationship with money view it as a tool. So why would a wealthy client hesitate to use it?
Training for Volatility
How broker-dealers are finding the right people for turbulent times.
What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.