What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.
For Compliant Advisors, Known (and Unknowable) Unknowns
The SEC, FINRA, DOL — regulations and oversight come from all sides, and anticipating what's compliant today but won't be tomorrow is a tricky game.
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
Why and When Active Managers Shine (and How to Spot a Good One)
Certain behaviors point to skilled active managers who can potentially outperform through market cycles.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Brigitte Madrian’s Power of Suggestion — and How It Improved Retirement
The Harvard economist won the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
Bridging Advisor-Lawyer Gap to Boost Business
How to build advisor-attorney networks that will generate referrals and benefit clients.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.