Should You Jump on the Buffer Annuity Bandwagon?
This product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.
3 Big Trends Driving Retirement Planning in the ‘New Normal’
Advisors’ successful clients learned investing from the “perfect storm” of the late 20th century, but those lessons are outdated, Philip Romero says.
What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
RIAs, Don’t Assume You’re Already in Compliance With DOL Fiduciary Rule
Yes, the DOL rule applies to you, too, Rick Edelman tells advisors.
Not So Fast, Mr. Cohn: Is Financial Advice Really Like a Restaurant Menu?
When you listen to folks argue for or against things for enough years, you start to recognize certain patterns.
Is Giving Clients Free 401(k) Advice Your Hobby?
Both you and your clients deserve a valued and valuable look at their company 401(k) retirement plan assets.
Investment Risk: Another Key to Understanding Financial Services
As we all know, under the current suitability standard, many “advisors” aren’t required to consider the cost to investors when making investment recommendations.
Advisors Should Consider Alternatives to Publicly Traded REITs
Given REITs’ limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
Skip the Avocado Toast to Save for Retirement
If millennials really want to save a lot of money, they shouldn’t be buying McMansions with big green lawns and nice picket fences.