4 Ways to Protect Clients From Tax Refund ID Theft
The IRS has a backlog of nearly 650,000 unsolved identity theft cases, so for wealthy families and their advisors, preventive measures are especially important.
Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
Hedge Funds Shake Financial System More Than Banks During Crises: Study
Hedge funds may intensify systemic risk in a crisis more than previously thought, according to an investment letter from the San Francisco Fed.
China E-Commerce Company Alibaba Finds No Business Like Show Business
New fund allows customers to invest in entertainment products and have input into casting choices.
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
DOL Fiduciary Plan Could Hurt Workers Changing Jobs: Study
The DOL fiduciary proposal could lead more workers, particularly lower earners, to cash out their retirement plans by barring them from advice, Quantria Strategies says.
Premium Increases Expected for Long-Term Care Insurance
Longer life spans and medical issues leave policyholders facing huge hikes.
Even for Institutions, Investment Decisions Go Beyond Money
Almost 90% of institutional investors consider nonfinancial information when making investment decisions, a report released Tuesday by EY found.
A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.
White, Borzi and Legislators Focus on Fiduciary
Less than a month apart, the women behind the crafting of fiduciary rulemakings at the Department of Labor and the Securities and Exchange Commission made some definitive comments about their respective proposals.