Drop the Jargon: Clients Don’t Care
"When I hear the word 'underwriting,' I have a mental picture of people working in hell with typewriters," one consumer said in a LIMRA presentation.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Fin Tech Innovations More Trusted Than Industry as a Whole: Edelman
The financial services industry is the only example where an industry is more trusted to implement a specific innovation than it is as an industry as a whole.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
Nigeria Ripe for Change With Buhari’s Victory, Oil in Spotlight
Nigeria's new president has opportunities for growth along with many challenges to contend with.
Private Equity Buyout Deal Flow Hits Post-Crisis Peak
The Heinz-Kraft merger had an outsize impact on the deal breakdown for the first quarter, Preqin reports.
How the Fed Erased 1% of the Dollar's Value in a Single Day
The strong dollar has curbed the Fed's urgency to tighten.
Helping Take the Tough Questions Out of Retirement
America’s workers have many demands on their paychecks. The list is seemingly endless. Saving for retirement might not be a priority.
Cigars, Etc.: Cuban Development on Cuban Terms
Although it is going to take some more time before the U.S. trade and investment embargo is fully lifted, Cuba presents an incredible investment opportunity.
Emerging Markets Debt a Good Bet, Investors Say
Investors have been keen on emerging market debt because of the higher yields it’s been offering.