New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Most Boomers Clueless on How Obamacare Affects Them: Nationwide
False assumptions could derail retirees' ability to meet expenses in retirement, Nationwide Financial warns.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
Boomers Underestimate LTC Cost, Life Expectancy
The cost of future long-term care for boomers could be more than three times what they're expecting, a consumer survey by Nationwide Financial found.
To Use Medicaid for LTC, Clients Give Away Wealth, Advisors Say
A Nationwide Financial survey found 42% of advisors saying their clients wanted to ‘intentionally impoverish themselves’ to qualify for Medicaid.
Advisors Agree Health Care Planning Important to Client Retention
Failing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.
New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
Retirees Need Health Care Cost Reality Check
A study from Nationwide Financial found that the difficulty of judging how much to save for health care in retirement continues even after Americans stop working.
Affluent Pre-Retirees ‘Terrified’ of Health Costs
Half of affluent pre-retirees say they are “terrified” of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.