Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?
By Bob ClarkThe New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
July 22, 2016
A Tale of Woe: Boomers Trying to Build a Retirement Nest EggEight in 10 boomers don't know the amount of pre-retirement income theyd feel comfortable living on into their golden years.
July 21, 2016
What Financial Firms Can Learn From Fitness TrackersFinancial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
July 21, 2016
25 Best Countries for Retirement Security: 2016Is the U.S.A. number one? Not even close when it comes to its retirement system, according to Natixis.
July 13, 2016
10 Best Cities for Millennials to LiveTaking into account job opportunities, access to nightlife, affordable housing and cost of living, these 10 locales are where millennials should look to live.
June 17, 2016
Top 4 Reasons You Better Discuss Social Security With ClientsAmong them, the risk of losing clients who would rather switch to an advisor who will.
May 31, 2016
Top Portfolio Products: FPA Launches Reengineered PlannerSearch PlatformFPA has made it easier for consumers to find financial planners. See how the organization redesigned its PlannerSearch website.
May 27, 2016
9 Factors That Affect LongevityLongevity is increasing, but these nine factors play a role in how long people actually live.