New York Life Adds Student Loan Repayment Program for Employees
The repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
LTCI’s Death March Sparks Rise in Hybrid Products
The enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
15 Cheapest States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
GOP Tax Plan Won’t Do Much for Economy: Moody’s
It's a "boon for business, a wash for individuals" and does little to boost growth, says Moody’s analyst Mark Zandi.
How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
6 Personality Traits of the Wealthy and Successful
Author and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
Redtail Launches Text Messaging Solution for Advisors
Less than 10% of advisory firms currently use texting to communicate with their clients.
Regulators Issue Joint Investor Bulletin During World Investor Week
Securities regulators on six continents are participating in the investor education and protection event.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.