How Advisors Can Earn Client Loyalty
Clients cling to advisors whose wisdom, judgment and integrity they respect. To earn such loyalty, disregard B-school dogma — and listen to Aristotle.
Servicemembers Favor Permanent, Not Temporary Life Insurance
Permanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
African-Americans Say They're Savers, Not Investors
New research by Prudential showed that African-Americans were financially confident overall but faced some gaps in retirement planning.
Lawmakers Ask DOL to Start Over on Fiduciary Rule
“We feel it is in the interest of our constituents that the DOL repropose this fiduciary regulation,” lawmakers tell Labor’s Thomas Perez.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
Pension De-Risking Now Has IMF’s Attention
The trend of de-risking corporate pension plans calls into question the viability of the insurance companies that assume the obligations, an IMF report says.
Milevsky’s Bold Plan to Reinvent Retirement Income
Cast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.
The Flatter World of Financial Services
During the previous decade we have often heard allusions to the world getting flatter, as a reference to advances in technology shortening the distance—virtually—between people and cities.
New Hire Roundup: DeNoyior Named President of NAPA
Meanwhile, 361 Capital announced that Andrea Coleman has joined as regional investment specialist.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.