5 Ways to Escape Client Objections
My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.
Top 10 Dumbest States for Financial Literacy: 2014
WalletHub, a financial decision making site, assessed states based on two categories: knowledge and education; and planning and daily habits.
Is Private Equity Wrong for Retirement Funds?
Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.
Senators Vow More Work on Housing After Voting to Wind Down Fannie, Freddie
Members of the Senate Banking Committee said they’d keep working to overhaul the housing finance system after casting a narrow vote to advance the bill.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
‘Office of the Future’ Puts Advisor Technology on Display
Fidelity Institutional has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus.
When Boomers Face Separate Retirements: Dos and Don’ts
When one spouse retires, willingly or not, many couples have to live different lives and face changes in their financial, social and emotional circumstances.
Top 10 States With Fastest 401(k) Growth
The average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
UnitedHealth Cuts Could Make Medicare Advantage Less Secure for Seniors
Seniors on UnitedHealthcare plans have until Feb. 14 to switch to original Medicare, but they're locked into the Advantage plans they've already chosen.