Ben Mattlin

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Finra Panel Awards Retired Attorney $966K Over 'Negligent' Advice

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The retiree lost $1 million in an oil and gas investment that promised 30 years of annual income.

Preventing Second Home Dreams From Becoming A Nightmare

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New costs and aggravations have put people off buying a second property.

Buffer ETFs Provide Comfort At A High Cost, Advisors Say

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For certain clients, these vehicles can make lots of sense.

401(k) Annuities Still A Hard Sell Despite SECURE Act, Advisors Say

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Advisors report sluggish demand for the guaranteed-income products in retirement plans.

Helping Clients Choose The Right Time To Retire

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When it comes to retirement, it's all in the timing, advisors say.

A Family Trust Accuses Its Unregistered Pa. Advisor Of Stealing More Than $5M

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A late professor's family says Thomas Pipich used money for himself and to prop up other investments

How To Keep Up With The Flood Of New Investment Products

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Advisors can benefit from keeping themselves up-to-date on the latest products.

Retirees Claim Deceased Unregistered Advisor Stole $18.5M Of Their Savings

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The former Pennsylvania energy company workers allege in a lawsuit that Joseph Pezzano stole their life savings.

After A Settlement, Steady Sales For LTC

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Reports of the demise of the long-term-care insurance industry have been greatly exaggerated.

Creating Realistic Retirement Budgets

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

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