How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
It’s critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
New Robo-Advisor Targets Minority Communities
Finhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.
Why Advisors Should Act Like Fiduciaries With or Without DOL Rule
It's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
Fixed Indexed Annuities to Dominate 2017 Annuity Marketplace
While the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.
Obamacare Didn’t Fail Because It’s Timid
Today’s history lesson: When it comes to policy, political math trumps both technocratic merit and courage every time.
A Checklist for DC Plan Sponsors in 2017: Mercer
Plan sponsors need to do more than just focus on retirement when designing and maintaining their DC plans, says Mercer.
5 Surprising Expenses Medicare Won’t Cover
If you thought Medicare would help you pay for dental work, hearing aids and home health care, you'd be wrong.
Small Business Gets Year-End Relief for Health Reimbursements
Your small business clients will be able to offer qualified small employer health reimbursement arrangements (QSEHRAs) beginning in 2017.
Wirehouses Reps Move to Baird, RBC: Recruiting Roundup
Meanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
7 Estate Planning Resolutions for Clients to Make Now
Given the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.