Lincoln Financial Aims to 'Fully Digitize' Financial Planning: Exec
By Ginger SzalaPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.
March 29, 2018
Reverse Mortgages Could Be Next Hot Topic in Retirement PlanningWith home equity such an important asset, 'more clients will have questions and this could evolve into the next hot topic as Social Security claiming was several years ago,' says The American College's Pfau
March 29, 2018
The Rolling Stones Exhibit Has an Official Annuity Issuer SponsorIn July, Mick Jagger will turn 75.
March 29, 2018
Swiss Re Jumps as SoftBank Is Said to Eye $9.6 Billion StakeAnalysts see Swiss Re's corporate solutions unit as a fixer-upper.
March 29, 2018
Women Still Trail Men in Financial Knowledge: FINRAThe gap in financial literacy between boomer and Gen X men and women has not changed, but for millennials, that gap is narrowing.
March 29, 2018
CFP Board Expands Fiduciary Duty for PlannersThe new standards, unanimously approved by the board, also include new disclosure and compensation guidelines.
March 28, 2018
Cathy Weatherford to Retire From Top IRI PostWeatherford helped steer the retirement income industry through the Great Recession and its aftermath.
March 28, 2018
Saving for Retirement Lower Priority for Women Than Men: Willis Towers WatsonWomen rank saving for retirement as a lower priority than men, more workers overall expect to work into their 70s, and a majority of younger workers…