3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.
Having a retirement portfolio should be a relief, not a burden
Trusting the experts: Many Americans have a mutually exclusive view of risk. A properly diversified portfolio can focus on mitigating risk and increasing return.
It's a great time for a risk-tolerance reality check
Advisors often underestimate their own stomach for risk significantly, by as much as 20 points (on a scale of 1 to 100), according to FinaMetrica.
Survey: Insurers making progress in boosting ERM program effectiveness
The report records a 15-point increase in the percentage of executives who give high ranks to risk tolerance statements.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
10 Building Blocks for a Great Financial Planning Practice
From a FinaMetrica co-founder, here's one of the 10: Never treat couples as one entity. Respect for individuality is the heart of great financial advice.
Consumer anxiety undermining planning
Most advisors believe clients have allowed their anxiety to adversely impact their investment decisions.
LGBT investors are more risk-tolerant
One in four LGBT investors say they are aggressive or somewhat aggressive investors.