13 Best & Worst Broker-Dealers: Q3 Earnings, 2014
The third quarter saw several firms get hit with problems, while others were able boost their financial results.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
15 Colleges With Best Paying Graduate Degrees: 2014
Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
Discuss LTC or Visit Dentist? In Study, 25% Prefer Dentist
According to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
How to Help Clients Claim Medicare
Few retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.
Advisors, Don’t Retire at 65: SIFMA Panel
One way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
How to Maximize Post-Retirement Income: The Principles
Proper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a client’s retirement income plan.
People Living Longer but Not Addressing LTC: Northwestern Mutual
Despite being aware of the implications of longevity, only a fraction of Americans have planned for long-term care, according to a new study.