The MYGA as a Bond Alternative
By Allison BellRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 31, 2024
How to Save Life InsuranceNew York Life executive Todd Taylor says marketers must take a two-track approach to reaching younger consumers.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.
December 27, 2024
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'The financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
December 27, 2024
Will the Medicare Plan Market Please Stop Shaking?Amanda Brewton, a distribution and policy veteran, has ideas about how agents can help add stability.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.
December 26, 2024
What's Next for the 2017 Tax Overhaul?Tax and estates attorney Kevin Ghassomian says there are many planning opportunities tied to the Tax Cuts and Jobs Act.