Rethinking Asset Allocation for Aging Clients
Arbitrary notions about aging—and conventional wisdom on managing money for clients in retirement—may be off target.
TD Ameritrade-Scottrade Deal a ‘Brillant Play’ in RIA Space: Analyst
The merger makes strategic sense and comes right as rival Schwab kicks off its yearly RIA event, says Tim Welsh.
Genworth to Be Sold to China Oceanwide for $2.7B
Long-term care insurer to get $1.1 billion to manage debt, strengthen units.
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, Coverage
Philip Moeller, who has covered Medicare for decades, says the program is monstrously complicated.
Schwab Profits Soar 33%, Beat Estimates: Q3 Earnings
The firm’s robo-offering now has $10.2 billion in assets, and its pre-tax profit margin topped 41% in the latest period.
15 Best U.S. Cities for LGBT Retirement
With about 1.5 million seniors identifying as LGBT, SeniorAdvice.com released a list of the country’s top cities for LGBT-friendly retirement.
Recruiting Roundup: LPL Affiliated Reps Jump to Focus Financial, Form $600M RIA
Meanwhile, the Harvest Group breaks away from UBS with about $300 million in assets; more
Pensions Fly Only If You Believe They Can
What’s happening with the pension fund for firefighters and police in Dallas illustrates why bank runs happen, and why they’re so hard to stop.
Morningstar’s ‘Must-Know’ Stats About Long-Term Care
There’s little dispute that the need for long-term care is on the rise with an aging population. Here are “must-know” statistics on LTC.
When Clients’ Mental Capacity Diminishes: An Advisor's Role
If you haven't dealt with a client showing signs of diminished mental capacity, you will. Now is the time to prepare for that event.