Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Senate Democrats divided over cuts to benefit programs
By Stephen OhlemacherDeep divisions among Senate Democrats over whether to cut popular benefit programs pose a big obstacle to attempts to avoid an economy-crushing fiscal cliff.
November 22, 2012
Fear of exposureWorried about competitors contacting your clients through LinkedIn? Dont be.
November 21, 2012
The Numbers Don’t Lie: Boomers Nervous About Health Care, Social SecurityThe 2012 Retirement & Politics Survey by Allianz has found that transition boomerspeople between the ages of 55 and 65 who are less than 10 years away from retirementsee rising health care costs and Social Security as having the greatest impact on their retirement outlook.
November 20, 2012
Email Fraud—Protect Your Clients and Your FirmUnfortunately, the number of attempts by thieves trying to steal your clients money is increasing every day.
November 17, 2012
4 deal-killing risk factorsTo overcome a buyers resistance, give him reasons to feel secure.
November 12, 2012
8 Massive Hack Attacks Aimed at Financial DataThe spread of financial services offered on the Web has led to an increasing number of hacking incidents, which put customer accounts, data and money at risk. Ace Private Risk Service's Gary Raphael offers some data security advice.
November 02, 2012
SIFMA Elects New Officers to Municipal Securities DivisionStratford Shields of Morgan Stanley & Co. will serve as division chair, and Frank Fairman of Piper Jaffray & Co. and David Stephens of Bank of America Merrill Lynch & Co. will serve as vice chairs.