Are Advisors Giving Clients What They Really Want?
By Maria WoodMany consumers want guaranteed lifetime income products. But do all independent advisors recommend them?
August 20, 2012
SEC Private Placement Rule Threatens to Put Investors at Great RiskA survey of state securities regulators found that fraudulent private placement offerings were ranked as the most common product or scheme leading to investigations and enforcement actions.
August 20, 2012
PPACA and Personal Health RecordsAn IT entrepreneur says this is an area in which the health insurance industry should get into the spirit of the law.
August 20, 2012
The 4 Biggest Concerns of Retirement Plan ParticipantsHere are some battle-tested ways for advisors to respond to these issues.
August 20, 2012
8 Ways to Pay for RetirementTo help your client retire, here are some options at their disposal and questions to ask.
August 20, 2012
Patton’s Fund Picks, Pt. 6: Global, EM Bond FundsAdvisor Mike Patton shares the results of his own research that yields his favorite mutual funds in the global and emerging market bond space.
August 17, 2012
It's Time to Inform Clients About Life SettlementsDespite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.
August 17, 2012
At Back-to-School Time, Tips for Saving and Paying for CollegeYour clients already feeling the pain of paying tuition? Reminders on how to save for college and how to offset your payments with tax credits and deductions.
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