Why the Industry, and Consumers, Need Best Practices for Financial Advisors
By Knut A. RostadConsumers need to know who they are working with and what they can expect from their advisors at all times.
October 21, 2015
Saudi Arabia’s Oil War With RussiaEuropean traders and refiners confirm that Saudi Arabia has been offering its oil at significant discounts, making it more attractive than Russian crude.
October 21, 2015
Protecting the Wealthy New Kids on the BlockThe traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.
October 20, 2015
What women planning for retirement want: income guaranteesIt seems that women should be shouting from the rooftops and begging to receive better information and quality advice.
October 20, 2015
High Yield: Are ‘Fixed Income People’ Smarter Than ‘Equity People’?What are junk spreads telling us about equity risk?
October 20, 2015
1 strategy financial advisors can use to help womenOne of the most effective prospecting strategies for reaching women in your market is the retirement needs analysis.
October 20, 2015
Using Options Strategies With ETFsWhile the trading and tax advantages of ETFs are typically well known, the ability to trade options on an ETF is an underutilized benefit.
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
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