Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.
Total sales by independent agents and broker-dealers grew 29% last year.
A good year in the markets also means higher required distributions from retirement accounts.
Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.
When it comes to charitable giving, advisors recommend a careful balance.
With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.
Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.
These advisors are producing videos to reach out to potential clients.
A good year in the markets also means higher required distributions from retirement accounts.