8 Issues to Address in Your Advisory Contracts
Yes, a prudent investment advisory contract would include more than mere boilerplate, but don’t overlook the basics.
IUL: A Nontraditional Way to Allocate Retirement Assets
Indexed universal life insurance (IUL) can combine the risk protection elements of bonds with equity market participation and access to tax-free cash later in retirement.
Morningstar: GuideStone's Duggan on Religious-Based Investing
Christian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
Fidelity National Agrees to Buy SunGard for $9.1 Billion
The deal combines a banking and payment firm with a software maker, while pushing Fidelity into the wealth space.
Is the Stand-Alone HRA Making a Comeback?
Stand-alone health reimbursement arrangements have been a casualty of the Affordable Care Act, but proposed legislation could allow some small businesses to keep using them.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
Sophisticated Cars, Sophisticated Risks
Automobiles are more high tech than ever, but they also usher in new financial risks for their owners.
U.S. Investors Prefer Active Management to Navigate Volatility: MFS
Nearly three-quarters of U.S. professional investors look to active managers for capital protection.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.