Ladenburg Thalmann Buys Insurance Brokerage Highland for $42M
The acquisition of Highland gives Ladenburg's independent advisors greater access to insurance solutions for clients.
How Advisors Can Manufacture Time and Build Profits
If time is money, here’s a plan for creating more time—your practice’s key asset.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
AIG Promotes Peter Hancock to CEO
Hancock, head of property-casualty, will replace Benmosche Sept. 1.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Helping Clients Set the Date—For Retirement
It’s all about building a portfolio that has the productive power to fund after-tax lifestyle expenditures over increasing life expectancies.
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
Top Portfolio Products: Deutsche Bank Launches ETFs Tracking China, Subordinated Debt
Pax World adds a fossil-free fuel fund as AMI rolls out a large-cap growth product.
Grieving Clients, Sensitive Advisors
Communication with the bereaved is an increasingly important advisory skill.