Brian O'Connell

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Brian O'Connell

Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected]

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A Taxing Issue: Explaining Trump’s Tax Implications

May 12, 2017

President Donald J. Trump’s tax plan looks highly favorable to financial consumers, especially affluent ones. But what will it look like once it emerges from Congress?

‘Hybrid’ Approach To Robo Investing Models a Winner

May 3, 2017

Merging the roboadvice model with real-world financial advisor analysis gives investors the best bang for the buck, analysts say.

How to Help Clients Recover From ‘Financial Shock’

May 2, 2017

Experiencing a financial shock can wipe out even a client who is prepared for emergencies. Advisors need to help clients get realistic about spending and saving.

Exclusive

New Study: Performance Analysis No Luxury For Money Managers

May 1, 2017

Performance analysis is not only crucial in the investment process but increasingly critical for solid client communications, a new report finds.

Exclusive

Prepare Your Clients to Retire Early With This Checklist

April 21, 2017

As a general rule, early retirement only makes sense for individuals who have enough saved to cover 70 to 80 percent of their pre-retirement income. For clients who insist, here are a few key areas to cover.

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Here’s Why Advisors Need to Focus on Cash-Flow Analysis

April 20, 2017

Cash-flow analysis is a critical component of the comprehensive financial planning process, yet few advisors are doing it. Why not?

Trump No Roadblock to ESG Investing Train

April 17, 2017

While President Donald J. Trump is cutting funding and resources devoted to environmental study, those policy moves are having little impact on the healthy environmental, social and governance (known as ‘ESG funds’) investment market.

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Dear Advisors, Four in 10 Say They Need $1 Million To Retire Happy

April 12, 2017

A new survey highlights the gap between what Americans say they want to retire and what actions they are taking to meet that lofty goal. Younger people need to commit to saving for retirement, one advisor says.

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Survey Says: Most Investors Value Fiduciary Advice, Don’t Want to Pay

April 10, 2017

New survey data finds that roughly two-thirds of investors say they really want good, conflict-free fiduciary advice, yet few are willing to pay extra for it. Can advisors respond to the challenge?

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Can Trump Make Commodities (Especially Gold) Great Again?

April 1, 2017

Investor alert: Gold has a good chance of rising under Trump because gold tends to rise in the first year of new presidents, especially those with controversial new spending plans.

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Study: 51 Percent Of Workers Fear Outliving Nest Egg

March 31, 2017

Fifty-one percent of American workers fear “outliving my savings/investments,” the No. 1 fear in the latest Transamerica study of retirement readiness.

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Americans Lax On Emergency Savings; What Advisors Can Do

March 28, 2017

A 2016 study from Go Banking Rates says 69 percent of U.S. adults have less than $1,000 in savings. What can advisors do to get clients committed to an emergency fund?

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Security Class-Action Suits Rise; Settlement Figures Stagnate

March 8, 2017

According to a new study, investor losses in investment-related, class-action lawsuits tripled in 2016, however, settlement rates are at an all-time low.

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TrumpCare Fallout: HSAs Become Key Part of Retirement Plan

March 7, 2017

Companies have been rolling out HSAs to curb costs, and give employees another health care insurance option. Advisors need to become experts on all that HSAs can do for clients.

Your Clients Love ETFs and You Should, Too

March 6, 2017

ETFs are expected to remain a growing part of investment portfolios going forward. Here’s how advisors can make the most of an ETF investing strategy — and keep clients happy.

‘Divorce Fee’ Can Cost Your Client Up to $1,200

February 27, 2017

A qualified domestic relations order, or QDRO, is a special court order that grants a person a right to a portion of the retirement benefits his or her former spouse has earned. Advisors need to know about this.

8 Things Advisors Can Learn From Johnny Depp

February 13, 2017

A-lister Johnny Depp filed a lawsuit against The Management Group, a financial advisory firm he hired in 1999, claiming they wasted his fortune on bad investments. The firm has countersued. What can advisors learn here?

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Is the RIA Profession In Severe Decline?

January 31, 2017

Registered investment advisors are at a crossroads, with technology putting pressure on advisors to adapt or die, some analysts say.

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How to Set Up a Baby Savings Plan for Your Clients

January 20, 2017

How can you help young clients prepare for the birth of a child? Through a comprehensive family plan that is heavy on saving for the future.

January 16, 2017
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5 Ways To Leverage Social Media To Get More Clients

Eighty-five percent of financial advisors in a nationwide survey by Putnam Investments said they use social media in their practices today. The reason is a good one: more (and younger) clients.

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Five Books to Help Advisors Navigate 2017

January 11, 2017

With a potentially turbulent 2017 on the horizon, advisors can use all the help they can get. Our Brian O’Connell presents five reliable books advisors should consider reading to stay on top of their game.

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Advisors Can Help Build a Bulletproof College Plan

January 9, 2017

Planning ahead and finding the right mix of risk and return are two keys to executing a strong college savings plan, one analyst said.

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When Should You Offer Pro Bono Advice?

January 3, 2017

Advisors who perform pro bono services for low-income clients receive great experience and satisfaction, reports a nonprofit group that organizes campaigns to bring financial advice to poorer areas.

The Trump Effect: Managing Client Portfolios in 2017

December 20, 2016

Now that Donald Trump is assured of being the 45th president of the United States, what do advisors need to know? What will the economic impact be on clients? We have some answers.

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What High-Net-Worth Investors Really Want

December 16, 2016

Would you be surprised to learn their health tops the list of keys to a fulfilling life for high-net-worth investors? Advisors need to learn what makes HNW investors tick in order to earn their business.

Analysts Doubt Rate Hike Will Deter Bull Market

December 14, 2016

If the Fed raises interest rates today, as expected, what will it mean for the bull market? What about other factors such as mortgage rates and bond yields? Analysts say the bulls are running and they won’t slow down.

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Skipping Your Annual Client Review? The SEC May Be Watching

December 5, 2016

Focus on compliance systems a must, financial services’ analysts say, with government regulations expected to continue for the foreseeable future.

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College Anxiety Drains Away Client Savings

November 10, 2016

Advisors are very familiar with clients who ignore their retirement plan in favor of socking away money in a college fund. Here’s how to help clients see the light.

Analysts: DOL Rule Will Depress Client Fees

November 2, 2016

The Department of Labor fiduciary rule is going to have a major impact on overhead costs and, eventually, client fees, say financial industry insiders. How will advisors evolve?

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Is the Cannabis Market Ready to Fly High?

October 27, 2016

Will the run of states legalizing marijuana use make it a trendy focus for investment? Experts disagree on the future prospects of cannabis investing.

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Should Financial Advisors Re-Assess Brexit In Their Clients’ Portfolios?

October 19, 2016

Did the Brexit vote have the detrimental impact on the U.K. economy that naysayers predicted? Hardly, analysts say. In fact, advisors might want to consider Great Britain as a foreign landing spot for their client’s portfolio.

Lights, Camera, Advise: How Financial Advisors Can Break Into Media

October 13, 2016

Becoming a media expert can help provide financial advisors with substantial business opportunities. How does one go about doing it? We have the answers.

What Advisors Can Tell Clients About Delaying Social Security

August 15, 2016

Clients might know that they can get more money by waiting on collecting Social Security, but do they know that if could be a difference of nearly $100,000 if they live to 83?

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How Advisors Can Help With College Planning

August 12, 2016

Changes in federal law open an opportunity for advisors to help families with one of their top financial priorities.

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AUM Pricing: A Dinosaur in Today’s Financial World?

July 5, 2016

Pricing financial services and advice based on the client’s total assets under management is an antiquated model that isn’t resonating with millennials, experts say.

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Taper Tantrum: What Negative Rates Mean To Portfolios

June 29, 2016

Financial advisors looking for a path away from negative rates for client retirement portfolios need to get creative, says legendary bond trader Bill Gross.

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Eyes On the Prize: Using Incentives To Get Clients To Save For Retirement

June 9, 2016

We all know that the savings rate is abysmal, so what about making it a game?

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Breached: Financial Firms Face Increased Cyber-Fraud Scrutiny From Regulators

June 8, 2016

David Macknin has been asking around about how financial service companies view, and handle, the burgeoning threat of cyber-theft. Apparently,…

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Study: Care Costs Will Swamp Retirement Plans

June 7, 2016

Rising longevity and health costs cry out for more Medigap coverage.

Exclusive

The Economic Election Starts To Take Shape

June 3, 2016

As the presidential race narrows to two, focus starts to shift to issues.

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What Advisors Can Learn From Phil Mickelson’s Insider Trading Scandal

May 26, 2016

The Phil Mickelson case shows that sometimes a good, healthy fund is a better choice than a big play on a “sure-fire” tip.

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Matchmaker Or Deal Breaker? Web Sites Look To Pair Advisors, Clients

May 16, 2016

Consumers might be open to finding their financial soul-mate on a match-making site, but advisors might swipe left on the idea.

Are Target-Date Funds Missing The Mark?

April 27, 2016

Some studies cast doubt on the wisdom of using the popular funds. … And some advisors tend to agree.

Dude, This Grass Is Totally Greener

April 26, 2016

Marijuana is selling like pot-laced hotcakes, so investing in a cannabis exchange might make a lot of sense.

Aging-Out Advisors Create An Experience Gap

April 21, 2016

Thirty-three percent of financial advisors are expected to retire over the next decade. Analysts say the transition phase will allow financial firms to train the next generation of advisors.

Exclusive

SEC Compliance Chief Is Getting More Muscle This Year

March 29, 2016

The Securities and Exchange Commission plans to add another 100 compliance inspectors this year.

Is It Crazy To Talk Politics With Your Client?

March 28, 2016

Although it’s never a good idea to argue politics with clients, advisors can gain valuable insight by understanding their clients’ political leanings.

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