Independent advisors correctly predicted the results of the midterm election. But what about their predictions on the stock market?…
With target date funds growing in popularity, the question for fiduciaries and plan advisors is what to look for in such funds…
Angela Ashford sued to recover the proceeds from the policy after she claimed that Lenord Jones’ son, Quincy, was not her brother’s biological child…
Mass affluent Americans prefer an approach anchored in growing assets instead of one built to secure minimizing losses…
Advisors must focus on what their human judgment and experience can provide…
Senior citizens with lots of time on their hands provide a ready market for unscrupulous living-trust promoters who penetrate the outer defenses to pitch retirees and the elderly on asset protection schemes…
With the percentage of Americans 65 years or older making up a larger share of the nation’s population, thieves will find this segment an irresistible target…
A report reveals a “dynamic and diverse” advisory profession…
In the last few weeks, a committee of regulators has held two conference calls on proposals on how states can regulate the still new and evolving products…
In the 50 years since Vincent Hirsch joined Prudential, life has changed for him, his clients and his employer…
Despite all the talk about Generation Y seeking to connect to the world through machines and virtual realities, surveys reveal that members of Generation Y are ideal prospects for the hybrid financial advisor model that blends technology with the human touch…
Income Center represents a broader trend in the industry to move toward income protection scenarios.
The Municipal Securities Rulemaking Board announced it has received approval from the Securities and Exchange Commission to adopt rules dedicated to the supervisory and compliance obligations of municipal advisors…
The new term life coverage is branded as Phoenix Safe Harbor Term Life and Phoenix Safe Harbor Term Life Express…
A life settlement should be viewed as a means to an end…
What better way to create the next generation of wealth advisors than by training them to grow into financial quarterbacks?…
Universal life products can address the needs of both young adults and pre-retirees, saving clients money and solving multiple financial problems…
Decades from now, financial industry watchers may point to 2014 as a seminal period in the history of annuities…
New research released by the Financial Planning Coalition about the “misuse” of financial planner titles casts doubt on a Government Accountability Office (GAO) report that found planners were adequately regulated under federal, state and industry rule-making bodies…
