Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)
By Ginger SzalaNew studies show growing financial independence and declining poverty among widows. Here's what advisors should know.
April 30, 2018
A Close-Up View of the SEC's 'Fiduciary' ProposalThe latest update and details on the SEC fiduciary proposal and Best-Interest plan
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 18, 2018
Snappy Kraken Aims to Change Bad Advisor-Video RelationshipThe advisor marketing firm's strategy: create professional, affordable video for advisors to use.
April 17, 2018
Republicans Struggle to Make Tax Cuts a Winning Election IssueA Democratic strategist says typical middle class voters may prefer protecting Medicare to keeping a little extra cash.
April 16, 2018
Advisors See HSAs as OpportunityAren't HSAs the purview of benefits brokers? Not anymore.
April 10, 2018
Is Census Data Skewing the Retirement Picture?Under-reporting of savers feeds the narrative that there's a retirement crisis, ICI says.
April 09, 2018
30,000 Strong and Counting, UnitedHealth Gathers a Doctor ArmyHospitals have also been buying physician practices.