Sell Now or Sell Later: Life Settlement Decisions
By Robin S. Weinberger and Peter N. KatzHave a client who may sell a policy later? Here are arguments for selling it now.
February 24, 2020
Pros & Cons of Annuities in 401(k) PlansA review of how the Secure Act impacts lifetime income options in defined contribution plans.
February 24, 2020
What's the Real Deal With M&As?A new report examines drivers and successful models in advisor deal making.
February 24, 2020
Lessons From 10 Years in the Tech TrenchesInvestment Advisor's columnist looks back on how much has changed over a decade and why advisors must stay alert.
February 23, 2020
Stop Selling Life Insurance — No One Wants It!But, Lloyd Lofton contends, people do want other things.
February 21, 2020
Why Succession Planning MattersIt's best to think about team members as next-gen owners early on and groom them to become your successor over time.
February 21, 2020
Why Advisors Should Care About Climate ChangeBlackRock and several big companies are finally pledging to put their money where their mouths are. Here's what that means for you.
February 21, 2020
Renewals, Renewals, RenewalsA longtime agent describes a strategy for training new agents.
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