Why you should start taking Social Security as soon as possible
By Christopher P. HillIn most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they possibly can.
August 20, 2015
AUM or Flat Fees? Start and End With Your Clients’ NeedsOnce youve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
August 19, 2015
How Not to Conduct a Legitimate Study on DOL Fiduciary CostsFSI/Oxford surveyed BD and clearing firm execs to get cost estimates for the DOL proposal, and then ran those predictions by other FSI member BDs.
August 19, 2015
What you need to know about mergers and acquisitionsThe benefits industry has seen a dramatic rise in merger and acquisition activity of late and, in many cases, that's a good thing.
August 19, 2015
In the cross-hairs of the DOL rule: Dually registered advisorsThe DOL proposal is problematic because of the hoops it forces broker-dealers' registered reps to jump through.
August 19, 2015
In the cross-hairs of the DOL rule: Dually registered advisorsThe DOL proposal is problematic because of the hoops it forces broker-dealers' registered reps to jump through.
August 19, 2015
View: Republicans sketch Obamacare alternative, finallyThe author says "Obamacare" is setting the terms of debate even for Republicans.
August 19, 2015
On the Third Hand: Interstellar spaceThe current health rate-setting system is like remote-controlled drone drifting out there.
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