In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
5 Annuity Answers Every Investor Needs to Know
NAFA has released a paper that helps advisors answer five of the most important annuity questions.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
The life insurance consultant makes the case for how its product can provide efficient, stable income for beneficiaries.
9 Reasons Why Alan Greenspan Is Wrong About Everything
Former Federal Reserve Chairman Alan Greenspan recently laid out nine reasons the economy stinks. Here’s why he’s wrong, according to New York Life’s John Kim.
Great-West Names President of New Retirement Group
Edmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.