Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
Want to Live to 100? 4 Things You Need to Know
BMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.
Top 20 Cities With Most Millionaires
Tax havens and banking and financial centers have the largest shares of wealthy residents.
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
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.