Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
Top Portfolio Products: Schwab Adds Commission-Free ETFs
Tortoise rolls out a North American pipeline fund; Compass launches volatility-weighted ETFs.
5 Common Client Pitfalls in Retirement Planning
Retirement has been a hot topic among pundits, politicians and financial experts for a while, but today's level of longevity risk is a new phenomenon.
SEC Charges Pacific West Capital With Life Settlement Fraud
Pacific West and its owner hid and minimized "risks in order to sell more life settlements," the SEC said.
Planning For End Of Life Costs
The last few months are usually more expensive than the preceding years, and unexpected long-term care events and uncovered medical services can easily wipe out savings and inheritances.
Addressing the Retirement Needs of Widows and Widowers
According to the US Census Bureau, 14 percent of unmarried American citizens are widows or widowers.
8 Oddest Enforcement Cases of 2014
Office equipment trafficking, a broker who gave client money to charity and more offbeat cases from the SEC and other regulators.
How to Weather the Looming Retirement Crisis
At a time when people are living longer, maintaining high standards of living and still hoping to leave work in their 60s, retirement is more expensive than it's ever been.
The Split-Dollar Triple Tax Savings Package for HNW Clients
For high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
Families Find Caregivers in Increasingly Short Supply
As the popularity of professional long-term care services grows among seniors, so does the need for informal assistance from adult children and other family members.