Is Fiduciary Sales an Oxymoron?
DOL and SEC need to make the distinction between sales and advice clear—and stop letting anyone other than an RIA call themselves an advisor.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
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.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Protecting Your Clients’ Portfolios From Unpredictable Expenses
With growing life spans, rising costs of living and the death of corporate pensions, retirement has become unprecedentedly expensive.
How Workers’ Compensation Can Protect Clients’ Whole ‘Family’
Make sure your high-net-worth clients have workers' comp coverage for themselves and their domestic employees.
Volatility Goes Into Hibernation
VIX and S&P 500 have moved in opposite directions 80% of the time.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.