7 HSA/FSA Facts Your Clients' Employees Should Know
By Jeremy MillerAn HSA or FSA can be a terrific benefits package differentiator if the employees understand it.
September 20, 2017
Automate Advice, Not the AdvisorHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
September 20, 2017
Variable Annuities, Death Benefits and the Uninsurable Estate OwnerAny robot can sell an annuity. You can untangle knots.
September 19, 2017
Want a Better Health Care System? Check Out JapanThe author argues that their system is similar to Medicare but much cheaper than ours.
September 19, 2017
Bond Investors Rationalize the UnrealisticBuying 10-year Treasuries means locking in negative after-tax and inflation returns for a decade. That's hardly a satisfactory investment.
September 19, 2017
3 Tech Strategies for Launching Annuities FasterIssuers may have to be prepared to continue to keep turning on a dime for many years to come.
September 18, 2017
The Advisor as Tech Guru, Educator, Full-Service ConsultantIts no secret that the wealth management industry is in the throes of profound transformation.
September 18, 2017
Take Last-Ditch Obamacare Repeal Effort SeriouslyMaybe the 'Affordable Care Act status quo' isn't really all that stable.
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