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Most RecentHow a Variable Annuity Can Provide Retirement Income Stability
This complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.
Most RecentOctober 2014 CFP CE Test
Most RecentSmart Ways to Balance Portfolios with Alternatives
There’s more to an investment portfolio than just stocks and bonds. More specifically, there’s more staying power to a portfolio that makes room for the diversification benefits of alternative investments, which include hedge funds, managed futures, real estate, commodities and derivatives and do not include one of the three traditional asset types—stocks, bonds and cash. Despite their rising popularity, a significant proportion of advisors focused on traditional stocks and bonds don’t fully understand how to incorporate alternatives into their portfolio balancing strategies, and as a result are missing out. Join Think Advisor, for this live, interactive webcast sponsored by Behringer and hear from industry experts regarding how to successfully add alternatives to your offerings.
Get access to premier resources including National Underwriter Advanced Markets and Tax Facts offer ing practical guidance and actionable information on a wide range of topics from a team of expert authors.Professional Library
Most RecentRegulatory Oversight of Investment Advisors
Although the regulatory environment is in a state of flux, it is imperative that RIAs adhere to their compliance obligations. To ensure compliance, RIAs and IARs must fully understand what those obligations are.