7 Estate Planning Resolutions for Clients to Make Now
Given the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.
Start Worrying About Long-Term Care
Will long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio Products
In other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
6 Economic Predictions for 2017: SIFMA
The forecast “begins to reflect people’s expectations of fiscal and trade policies under the Trump administration.”
9 Reasons Retirement May Go Extinct
Millennials in particular represent a shift in attitude that includes very unretirement-like plans.
Deutsche Asset Management Launches High Yield Bond ETF: Top Portfolio Products
In other product news, an ETF focused exclusively on wearable devices debuts.
Why Advisors Should Pay Attention to Social Security and Medicare Reform Plans
President-elect Donald Trump has pledged no changes to Social Security and Medicare, but his pick for HHS doesn't necessarily agree.
What the Future of Social Security Looks Like: Bill Reichenstein
Reichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
Fee Compression, Compliance Are Top Concerns for Advisors: SEI Survey
Only 11% of the advisors surveyed are ready for the implementation of the DOL fiduciary rule in 2017.
Citizens Financial to Start Robo-Advisory Platform With SigFig
The Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.