Prudential, MetLife Gain After Senate Eases Dodd-Frank for Insurers
Prudential and MetLife rallied after the Senate approved a bill giving Federal Reserve regulators more flexibility in applying capital rules to the biggest life insurers.
Risk Management for Homeowners Returning to the Coasts
If an affluent client wants to build a house in a flood zone, help them manage the risk before they build.
Top 10 Industries for Retirement Preparedness
Perhaps surprisingly, the finance industry isn't in the top 5, according to a ranking by Judy Diamond and Associates.
Top 3 Issues Advisors Will Face in 2014, Part 3: Demographic Dilemma
We may already be past the point of no return for the industry’s nascent train wreck: the advisor shortage. Plus, the bear-market wild card.
Ken Fisher Warns, Industry Responds: What Happens to RIAs in 10 Years?
Ken Fisher is bullish on 2014’s market and economy but decidedly bearish on the future of RIAs.
Top 7 Cybersecurity Trends in Financial Services: 2014
Cyberthreats are the new normal for financial services firms, even midlevel wealth managers, Booz Allen says.
Boomers Finally Push Annuities Into Spotlight
Baby boomers, freaked out by the stock market and feeling a strong need for security, are propelling the market, says a Guardian executive.
5 Big Regulatory Changes Coming in 2014
Want to prepare your practice for potential changes in the year ahead? Keep your eye on these five areas.
Ken Fisher Is Right About Demise of RIAs...and Wrong
We can only hope that Mr. Fisher’s vision does not occur. Yet I foresee that fee-only and other true fiduciary advisors will still exist.
Health Care a Critical Part of Retirement Strategy
Only a small minority of clients understand the importance of long-term care protection.