The DOL has provided insurance agents with an opportunity to advance the practice of retirement income distribution planning.
This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.
It's important for advisors to listen to the objectives and investing preferences that women say are most important.
Putting women first means creating a legacy of change in the years to come in the financial services.
It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.
The “safe withdrawal rate” isn't safe.
Advisors should take action to mitigate risks to their clients' retirement security.
Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.
It is now time to rally around the constrained investor-retiree who can't afford lots of risk.
The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.
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