Should Advisors Use Annuities for Their Clients?
By Bernice NapachAdvisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
July 12, 2019
Is Edelman Financial Engines' New Offering a Threat to Rollovers?The firm's new Fiduciary Distribution Review is the first building block in its bid to disrupt trillions in flows to IRAs.
July 02, 2019
Americans Lose Trillions Claiming Social Security at the Wrong TimeMost retirees should wait longer to access their benefits, researchers find. Some should claim them sooner.
June 27, 2019
What to Do Before You Sell Your PracticeFinding the right advisors to buy and run a firm isn't easy. It pays to start early and take other crucial steps for a successful deal.
June 27, 2019
A Timeline of the Contentious Fiduciary RulesThe SEC's Regulation Best Interest was born out of a years-long struggle to regulate brokers as fiduciaries.
June 27, 2019
What's Behind the 'Great Unbundling' of Wealth Management?The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
June 25, 2019
Trump Health Price Proposal May Not Help ConsumersSome wonder what patients could really do with the information.
June 25, 2019
Social Security COLA for 2020: Will Trade Wars Increase SSA's Projection?The wild card that could affect the COLA in the immediate term is what one economist calls a "trade conflagration."