Risk Management Tips for HNW Home Renovators
There are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
Senate Finance Passes 17 Tax Bills
Changes to REITs, enrolled agents and small insurance companies are included in the package.
Watchdog Slams Sen. Johnson for DOL Fiduciary Comments
Committee for the Fiduciary Standard says senator’s charge that a DOL rule requiring fiduciary advice on retirement would hurt ordinary Americans is “just not true.”
When Hedge Funds Get Hacked
Hedge funds confronted with a cyberattack have to answer two questions quickly: What happened, and what to do about it.
Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
Boomer Demand for Annuities to Stay High Despite Low Rates
Boomers are good for annuities.
Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
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.