For Investors, Guaranteed Retirement Money Trumps Growth
Concern over retirement income far outweighs investors’ interest in portfolio growth.
Court Blocks Restrictive State Medicaid Annuity Practices
An Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
Clients Showing Signs of Dementia: The Advisor’s Role
Don’t drop your aging clients at the first sign of cognitive impairment. Alternatives exist if you’re prepared.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
El-Erian Tells Investors to Sell Stock
The Allianz economic advisor sees a bumpy road ahead and warns investors to keep some "dry powder" on hand.
Discussing long-term care insurance can be tough—assuming advisors can get their clients to discuss it at all.
10 Job Skills Employers Want From College Grads
What employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014
The third quarter saw several firms get hit with problems, while others were able boost their financial results.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.