How to Win Over the Huge Advisor-Averse Market
By Angie HerbersWith reluctant prospects, you have to change your traditional script and be willing to share responsibilities with them.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 25, 2022
Gray Sheeting and a Key Person PolicyA policy appraiser looks at what can go wrong when the insured executive leaves.
March 24, 2022
Women Are Underserved and UnderinsuredA John Hancock executive looks at how to help women with their money now and in retirement.
March 24, 2022
Where Long-Term Care Insurance Is HeadingThe future of long-term care may involve less use of care.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
Commentary