The biggest problem with traditional retirement planning
By Shawn SparksOne factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.
February 27, 2017
Seeking Help: How Not to Work With A Business ConsultantWith the stock market rising while advisors face margin compression and increased competition, more firm owners are turning to business consultants.
February 27, 2017
3 Client Engagement Styles Advisors Need to UnderstandFacing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
February 27, 2017
‘Business as Usual’ at SEC Despite Staff VacanciesIf confirmed, incoming SEC Chair Jay Clayton will be busy filling open vacancies on his staff.
February 27, 2017
Use HealthCare.gov to settle risk corridor payment claimsBefore the government shuts down ACA programs, it ought to get them appraised.
February 27, 2017
Annuities: Preparing clients to retire at (almost) any ageThere is no 'one-size-fits-all' retirement plan; each individual client deserves a customized solution that addresses their unique situation.
February 24, 2017
The Investing Pros and Cons of TrumpWhether you or I agree with these pros and cons isn't relevant; the thinking of millions of people holding trillions of dollars in capital is.
February 24, 2017
Debunking Dave Ramsey's column advice is just too easyDear Dave Ramsey: Please learn the difference between investment advisors and financial advisors.
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