Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Top 10 Cybersecurity Trends for Financial Services in 2015
Developments include threats to Middle East firms, war gaming and creation of “fusion centers.”
Strategic Beta: What Investors Need to Know
As strategic, or "smart," beta strategies become more popular, make sure you know what you’re getting into, Schwab's Tony Davidow writes in Investment Advisor.
Discussing long-term care insurance can be tough—assuming advisors can get their clients to discuss it at all.
3 Reasons to Go From Hedge to Mutual Fund
Why would a fund manager trade the freedom and fees of a hedge fund for the constraints of a mutual fund? Here's one manager's reasoning.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Tavakoli Turns Her Fire From Crony Capitalists to Muslim Fundamentalists
New book by structured finance expert discusses the ‘Unveiled Threat’ of a woman who knows how to follow the money.
New Hire Roundup: Northern Trust Welcomes Marsh
Meanwhile, LIMRA has hired Dr. Betty Moon as managing director of Bank Insurance and Securities Research Associates.