Artificial intelligence is replacing traditional search engines as the main tool for consumers to find a provider’s website.
Advisors can help clients build resilient plans that can withstand changing economic and policy conditions.
September is the month when everything ramps up after the lazy days of summer. Vacation time is over. School is in full swing. People get serious about their work after three months of saying, “Let’s circle back after Labor Day.”
The increase in crowdfunding to cover final expenses reveals why planning is crucial.
An accessible client document delivers its full information to any reader, regardless of how they perceive, navigate or process content.
The MASTER Framework is a series of principles that separate average practitioners from those who achieve true excellence in their professional lives.
The annuity income gap arises when income, growth, risk and flexibility must work together.
Younger generations aren’t resistant to financial planning. They’re redefining what they want it to deliver.
Supplemental health insurance gives employers a way to preserve affordability in the core medical plan while also making that plan more usable in real life.
Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients.
An increasing number of small-business owners are looking beyond traditional retirement plan support when using financial advisors and are turning to them for financial planning that expands their access to a wide range of plans.
Legacy Marketing Group and Malibu Life USA have partnered to launch two fixed indexed annuities, expected to debut in September 2026.
Clients often delay a life insurance purchase because they think they’re too young and too healthy to need it.
Women represent one of the most significant opportunities in financial planning, but advisors must help women build and protect their financial independence.
Regulators said the action is intended to protect policyholders and ensure claims continue to be paid during the supervision process.
The industry has the tools it needs. What’s missing is the roadmap for how to use them.
SEC pushes Vanguard Fair Fund distribution plan to 2027.
Why agents can’t afford to stay silent.
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
