Generation X: Have Advisors Forgotten Them?
Their assets are substantial and growing, but when it comes to protecting those assets, they’re laggards. Enter the wealth manager.
A ‘Big Short’ Lesson About Bond Liquidity
Risk analysis can benefit from tuning out the crowd.
Having It All? Combining Whole Life With Indexed Universal Life
Insurance carriers are adding an indexing feature via paid-up additions (PUAs) to their whole life insurance offerings.
Celebrities Behaving Badly With Money, and How They Were Rescued
Ted Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how he’s helped them.
What Clients Need and What Advisors Aren’t Doing: Liz Davidson
The Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
Advisors: Update Your LLC Operating Agreement!
Advisors’ favorite business structure may be simple and flexible, but it needs to be updated regularly, for three big reasons.
Life Insurance Carriers Offer Premium Cuts for Individual Wellness Policies
Building on employer-sponsored wellness plans, these individual policies can also raise cash value of permanaent life policies.
Clinton's Shrewd Plan to Stop Inversions
Political campaigns are not generally known as ideal laboratories for devising sensible, innovative policies. Yet Hillary Clinton’s proposals to combat corporate inversions are just that.
Lion Street Announces Strategic Partnership With Voya Financial
Lion Street is partnering with Voya Financial’s individual life insurance business.
The 4 Risks That Keep the Wealthy Up at Night
High-net-worth individuals and families worry about different risks, but with their deep pockets, they're right to be worried.