What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Flight Risk: What to Look for in Drone Coverage
Drones frequently make headlines these days, but they may also play a role in your clients’ businesses, exposing them to unseen risks.
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Combination Annuity-LTC Sales Soar
A new superstar long-term care product has emerged: annuity-LTC contracts that combine a tax-preferred retirement income with appealing LTC features.
Retirement Is Changing to—Working?
Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so they’re adding a fourth leg: work.
(Pet) Protection Money
Advisors can provide additional value by helping clients protect beloved pets when they’re no longer able to care for them.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Many Older Americans Die With Little Money
Singles and people who died relatively young were the most likely to die with no assets, according to an EBRI study.