Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Insurance for the Most Dangerous Decade of Retirement
Market movements during the first decade of retirement can have an outsize effect on income. Here's how Aria Retirement Solutions helps manage that risk.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
5 Muni Bond Trends to Make 2015 ‘Year of Transition to Active Management’
MacKay Municipal Managers released their views and insights for the municipal market, projecting the top five muni bond trends for 2015.
Under the Hood: What You Need to Know About Annuities With GMIB Riders
Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
Short-Term Care Insurance: An Efficient Alternative to LTCI
STCI, also known as recovery insurance, is essentially a form of critical care insurance that functions much like long-term care insurance.
Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says the IRI's Cathy Weatherford.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
Stable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
10 Most Successful YouTube Channels by Financial Firms: Q3
Even stodgy financial firms can produce viral videos playing on patriotism, Peyton Manning or lightening up with an office hip-hop dance.