Ben Mattlin

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Advisors Say Fulfilling ESG, Faith-Based Investing Goals Remains A Challenge

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Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.

Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

Preparing For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Why Annuity Sales Are Booming

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The macroeconomic data tells only part of the story.

DPL And Orion Announce Expanded Partnership

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Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

Lights! Camera! Advisors Discover The Power Of Video Marketing

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These advisors are producing videos to reach out to potential clients.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

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