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.
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow
By Editorial StaffIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?
December 16, 2011
RIAs With $410M in AUM to Custody With Raymond JamesFour firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.
November 28, 2011
Class DismissedThe Community Living Assistance Services and Support program, also known as the CLASS Act, was part of the Patient Protection and Affordable Care Act, Obamas effort at health care reform.
November 23, 2011
A Rational Look at a Much Maligned ProductFew products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...
November 12, 2011
Stuart DePina of Tamarac on New Advisor Xi Platform: Schwab Impact VideoTamarac's CEO tells AdvisorOne's Jamie Green about the launch of Advisor Xi, its new integrated software platform for RIAs, developed with input from its advisor advisory board.
November 12, 2011
An Annuity Alternative to LTC InsuranceCan LTC annuities supplement or expand the LTC portion of your practice?
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.