Meet the $2T Exec Behind PIMCO’s Turnaround
Jackie Hunt doesn’t take credit for the company’s first net inflows since 2013 — exactly the response you’d expect from an accountant.
Protecting Clients From the Financial Dangers of the Sharing Economy
If your clients share their secondary homes, unused apartments or vacation condos with the public, it's important to ensure they have sufficient insurance.
State Street Wants Companies to Focus on Sustainability
In a letter to corporate board members, State Street warns it will consider a company's sustainability practices in its proxy voting.
Janus Advisor Guide: Beware of Correlations, and Other Investment Tips
Janus Funds’ 2017 Wealth Advisor’s Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios.
3 Insurance Policies for Ultra HNW Clients
Chubb Personal Risk Services found that these unique risks for the wealthy require special coverage.
5 Surprising Expenses Medicare Won’t Cover
If you thought Medicare would help you pay for dental work, hearing aids and home health care, you'd be wrong.
3 Emerging Risks Your Clients Aren’t Prepared for in 2017
The simple, necessary steps clients can take to protect themselves from new forms of risk.
Climate Change Is Real: The Investing Implications
We can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
Fine Jewelry Appreciates in Value — and Risk
For wealthy clients, precious jewelry is primarily an emotional investment, but lately, fine gemstones are being cherished for another reason: skyrocketing value.