5 Steps to Replicate Your Best Clients
Is there a way to find new clients that are similar to, if not exactly like, your best clients?
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
Under the Hood: What You Need to Know About Sequence of Returns in Retirement
The order of a portfolio’s returns is just as important, if not more so, than the amount of those returns, especially in retirement.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
10 Big Economic Predictions for 2015: BofA Merrill Lynch
BofA Merrill Lynch Global Research released its annual year-ahead outlook, seeing strong fundamentals and robust growth in the U.S.
Lawmakers Push Vote on Spending Bill; SEC Funding Boosted
Lawmakers avert shutdown with a deal late Tuesday, but critics call it a “stealth attack on financial reform.”
Retirement Savings, Household Assets Rise in 2013; Big Gains for Seniors
Total household assets increased 16% last year, according to a study by Hearts & Wallets.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
Stable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
Advisors Break Out Champagne, Are Bullish on 2015
Clients aren't so optimistic, however. SEI Advisor Network says now is the time to discuss contingency plans with them.