Flat Fees or AUM, the Final Chapter (Maybe): The Retired Client
By Bob ClarkElliot Weir advances the discussion on which is better for advisors and clients: AUM fees or flat fees. With an assist from Michael Kitces.
April 28, 2014
GLWBs and LIBRs: Which Annuity Rider Fits Your Client?When it comes to annuities, guaranteed lifetime withdrawal benefits and lifetime income benefits are two of the more easily confused rider options.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?
April 28, 2014
Flat fees or a fee on AUM, Part 3The debate over flat fees or a fee on AUM continue, raising the question if there's ever an "evil" aspect to the fees.
April 25, 2014
Employer survey reveals a benefits quandaryOver half of employers expect PPACA to negatively impact their ability to offer medical benefits in the near future.
April 25, 2014
Employer survey reveals a benefits quandaryOver half of employers expect PPACA to negatively impact their ability to offer medical benefits in the near future.
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