Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
U.S. Raise Long-Term Care Insurance Rates for Government Workers
The increases for new enrollees apply across all plan options in the country's largest LTCI program, but some coverage is expanding.
Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
Elders’ Risk of Falling Is Falling
A Munich Re subsidiary has come up with a program to reduce falls among seniors — and with them, insurance claims.
Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Maximizing Health Savings: HSA or FSA?
As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Pension De-Risking Now Has IMF’s Attention
The trend of de-risking corporate pension plans calls into question the viability of the insurance companies that assume the obligations, an IMF report says.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Post-Merger Tech Integration Doesn’t Have to Be Painful
Technology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.