- 401(k) plans
- Business Transitions
- Charitable Giving
- Estate Planning
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Variable Annuities
- Women in Planning
- Alternative Investments
- Fixed Income
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
Circumstances and calculations have changed so that LTC policies sold now may not experience the same rate increases.
Recently released pay data suggests some eye doctors made millions of dollars from Medicare, but doctors say they’re being unfairly flogged for a system they can’t control.
Medicare paid nearly 4,000 doctors and medical professionals more than $1 million apiece in 2012, including seven who received more than $10 million.
Life insurance policy settlements are a viable strategy for advisor clients who lack long-term care insurance, according to a life settlement industry executive.
AIG must do more to win over Wall Street, even after rallying 51 percent in the past two years, Chairman Steve Miller told shareholders.
Two former brokers for MetLife Securities Inc. allegedly engaged in a seven-year scheme to inflate commissions by having customers switch $21 million in annuities, says Finra in a complaint.
Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors?
One of the more challenging aspects of advising clients about life insurance is helping them to recognize that a policy is an asset rather than an expense.
The ability of insurers to choose the most favorable of 50 state watchdogs has caught the attention of U.S officials, who say the oversight system needs more consistency.
Financial Advisor Blogs
Portfolio Manager Insights
Online wealth managers might be seen as competition, but they also present advisors with opportunities. + Read more
Once you establish trust with clients, they may turn to you to help see things from a different perspective and help them resolve moral dilemmas, says columnist and advisor Robert Laura. + Read more