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.
Can Green Be Its Own Reward?
Those interested in both green investments and insurance might want to consider keeping an eye on a recently issued performance insurance policy that combines both.
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
Criminal Hacktivity: Why You Need Cyber-Insurance
It's not a big slice of the market yet, but cyber-risk insurance is growing as more businesses realize that it's really not optional these days.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Massachusetts, Illinois Surveying Advisors on Cybersecurity
Advisors' responses could prompt changes in state regulations, Massachusetts securities regulator William Galvin says.
What Your Clients Can Expect From Long-Term Care
Financial planning is key to ensuring seniors get high quality care.
FINRA Plans Cybersecurity Exam Sweep
FINRA has issued an exam letter saying it will scrutinize BDs' handling of cyber threats, fulfilling its promise to zero in on IT security.
Overseeing the Supervisor: The States Crack Down
The states are scrutinizing CCOs and firm managers to determine whether they should register as an IAR, even if they don't provide advisory services.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.