What's Behind the War on Variable Annuities?
By Jon HenschenBeyond the current fight over Ohio National trailing commissions, it seems that broker-dealers and regulators hate VAs; but for some investor clients, the security they offer makes them lovable.
January 16, 2019
How Advisory Teams Boost Growth and Client SatisfactionEvery firm, no matter what size, can gain by using "advisor teams," which can link clients more deeply to the firm overall and not just to an individual advisor.
January 16, 2019
Here's What AI Can Do for AdvisorsAI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem.
January 15, 2019
Bill Gross' Shrinking Vanity Fund Mostly Harms HimselfThe former bond king can't stop the withdrawals, with assets now below $1 billion.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
January 09, 2019
10 Unexpected Reasons Volatility Drives Clients NutsHere are some things advisors don't obsess about — but clients do.
January 08, 2019
Working Your Firm's Core for New Year's SuccessBefore starting any new initiatives, be sure you are getting the most out of your strongest business areas.
January 07, 2019
When Older American Households Fall ShortYes, they should plan ahead. But what if things don't work out?
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