Raymond James Adds Team in Flooded Texas Region
Meanwhile, Raymond James and Wells Fargo are donating to flood relief, and RJ says it is buying Producers Choice Network.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
Combination Annuity-LTC Sales Soar
A new superstar long-term care product has emerged: annuity-LTC contracts that combine a tax-preferred retirement income with appealing LTC features.
As the Need for Retirement-Minded Advisors Grows, Differentiation Is Critical
Have you positioned yourself for success? The job market is only becoming more competitive for financial advisors.
On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
5 Key Issues for a Succession Plan
In recent statements, SEC Chairwoman White has indicated that some requirement for succession planning will be incorporated into the much-anticipated uniform fiduciary duty rule.
(Pet) Protection Money
Advisors can provide additional value by helping clients protect beloved pets when they’re no longer able to care for them.
Rental Rates Rising Among Retiring Boomers
A fully paid off home—once a quintessential part of the American dream, it’s becoming far less popular among a new generation of retirees.
Clients in ‘Terror’ Over Health Care as Advisors Go AWOL
Clients’ "terror" is advisors’ error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
A reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicare’s two-year lookback.