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.
10 Best States for Retirement: 2015
By Dan BermanCrime, weather and taxes factor into how the states stack up, according to Bankrate.
March 02, 2015
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—SlideshowWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Fidelity Merges Clearing and Custody Arms; Launches Tech UnitThe combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
February 23, 2015
Elderly Spend Nearly 20% of Income on Health Care: EBRIThe average yearly out-of-pocket cost of health care for seniors 85 and older is $6,603 per household, according to a comprehensive national study.
February 19, 2015
LPL Beats Q4 Estimates, Tops 14,000 RepsEarnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.
February 06, 2015
Broker Movement May Well Have a Banner Year in 2015Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
February 05, 2015
5 Hot Retirement Planning Topics for 2015QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.