5 Longevity Annuity Questions and Answers
QLACs are a complicated mash-up of IRA and annuity rules, and clients may need substantial help in understanding their key provisions.
Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
The Wealthy Need Social Security Advice, Too
The need for quality Social Security claiming advice is greater than ever, so why isn’t the industry responding?
Top Portfolio Products: Multi-Strategy ETF Launched by AdvisorShares
Plus, Invesco PowerShares outlines changes to its municipal bond ETFs.
Top 12 Countries With Most Millionaires: 2014
Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
A Pioneer Continues to Sound the Women's Retirement Security Alarm
While women have grown in their financial knowledge — and power — since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.
Fear and Loathing at PBGC
The agency faces a crucial few months as it lobbies Congress to help it address nothing less than the potential collapse of federal pension insurance.
Getting Clients to Share Their Secrets
Clients are notorious for withholding information — and assets — from their financial advisors. FinaMetrica gets them to let their guard down.
Wet Suit: Insurers Seek Damages From Towns Over Climate Change
Farmers Insurance has filed nine class action lawsuits against dozens of municipalities around Chicago, and everyone from local governments to other insurers has taken notice.
Billion-Dollar Pensions, Nonprofits Favor Equities — for Now
Nonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.