5 Topics Wealthy Clients Are Clamoring to Discuss With Advisors
By Michael S. FischerEighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.
June 27, 2018
Some Advisors Call for Early Long-Term Care PlanningHalf of a large bank's high-net-worth advisors start LTC talks when the client relationship starts.
June 27, 2018
Hannover Re Backs OneAmerica Life-Based LTC ProductA Hannover Re executive says his company likes OneAmerica's experience in the LTC hybrid market.
June 27, 2018
Life Agents Should Not Face ANY Best Interest Standard: Annuity GroupFixed Annuity Consumer Choice Campaign leaders are blasting the SEC and NAIC standards efforts.
June 27, 2018
Should Advisors Fear Accountants?At the AICPA conference, insiders discuss how CPAs may be advisors' new competition and why small is the new big.
June 27, 2018
ETFs Are Millennials' Product of Choice: SchwabIn its annual study, Schwab once again saw interest rise with ETFs, especially among younger investors.
June 27, 2018
U.S. Interest Payments to Equal Social Security Spending by 2048: CBOThe U.S. government is on track to pay creditors as much as retirees in three decades amid growing public debt and rising interest rates, the Congressional…
June 27, 2018
Trump's IRS Nominee to Face Questions on Management ExperienceCharles Rettig has spent decades helping wealthy people fight the agency's efforts to collect taxes.