Helping Clients Set the Date—For Retirement
It’s all about building a portfolio that has the productive power to fund after-tax lifestyle expenditures over increasing life expectancies.
Top Portfolio Products: Invesco to Launch Preferred-Stock ETF
Other new products include Advisors Asset Management's unit investment trust and Emerging Global Advisors' EGShares Blue Chip ETF.
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
Top 3 Investment Opportunities in Saudi Arabia
Saudi Arabia is going through many of the same social changes that other emerging market nations are experiencing, and things are changing rapidly.
Retirement Readiness Crisis Still Looms Despite Some Improvement
The retirement outlook is slightly brighter this year, according to recent research, but most workers age 60 or older still plan to put retirement off.
Beyond Social Security: Planning for Soon-to-Be Retirees
It's crucial for advisors to optimize not just their clients' Social Security timing, but their entire portfolios for maximum future spending power.
Getting Clients to Follow Your Advice: The Passive Spouse
Olivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
Supplemental Policies Bridge the Emerging Health Coverage Gap
Insurance carriers are now offering Medigap-like supplemental insurance policies to help ease the pain of health coverage changes under Obamacare.
Oberweis Plays Chinese Consumer Card With Success
The Oberweis China Opportunities Fund leverages a team of experts on the ground to sniff out smaller societal changes that reveal investing opportunities.
Avoiding Pitfalls When Retiring in Paradise
Retiring abroad can be a ticket to paradise, but there are a number of laws, regulations and common-sense tips you and your clients should know.