Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
What You Can and Can’t Do About the Coming Market Crash
Toqueville Asset Management’s Francois Sicart reviews three disaster theories and offers an investment strategy for our times.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
FINRA’s Big-Brokerage Loyalty Revealed in New Bonus Plan: Lawyer
The proposal, which curtails mandatory disclosures, should "leave no doubt" where FINRA’s loyalties lie, lawyer Patrick Burns says; recruiter Jon Henschen argues disclosure is pointless.
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
9 Reasons Why Economy Stinks, According to Alan Greenspan
The former Fed chief sees a bunch of reasons why the economy won't kick into high gear, and none of them has a simple fix.
Great-West Names President of New Retirement Group
Edmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
Covering the ‘Naked’ Fiduciary in Retirement Plans
Retirement plan sponsors and advisors are getting more sophisticated about their fiduciary liability insurance needs, but the problem is far from resolved.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.