Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
Schorsch Denies ARCP Book-Cooking Allegations
The charges were raised by the firm’s former chief accounting officer in a lawsuit.
Employee or Independent Contractor? Avoiding Obamacare Penalties
The Affordable Care Act requires that certain employers provide health insurance for their employees or pay a penalty. Here's how to help your small business clients.
Successfully Navigating the Affordable Care Act in Retirement
Mandated purchases, noncompliance penalties and restrictions on denials for preexisting conditions have taken center stage in the news, but there are plenty of little-known nuances related to premium increases, subsidies and changing access to certain types of care.
Valliere: Despite Victory, Republicans Shouldn’t Think Voters Love Them
Strategist Greg Valliere cautioned that the midterms were a referendum on Obama, not the GOP, and discussed what he said were six big political myths.
5 Reasons Consumers Flunk LTC Planning
Sloth, denial and tight budgets may not be the only villains.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
FSI Offers Disability, Term Life Insurance for Members
FSI is “offering true large group long-term disability coverage that’s not available on the open market,” said CEO Dale Brown.
2014 Broker-Dealers of the Year—Scenario 3: SEC Imposes Fiduciary Standard on Reps
How would top BDs handle this scenario? "In many ways," says Eric Schwartz of Cambridge, "we're in a fiduciary world already."
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.