Advisor News

A client’s insurance needs can change at any time for a wide range of reasons. Advisors need to be alert and ready with solutions.

IRI is urging House Democratic Leader Hakeem Jeffries to include retirement-security proposals in Democrats’ affordability agenda.

The number of child-free couples in the U.S. is increasing rapidly, creating a niche market for financial planners interested in helping them set and achieve their financial-planning goals. 

Advisors say their clients deserve a clear picture of what their policy covers and what it does not, and why that information matters.

The Insured Retirement Institute is urging Senate leaders to move forward with legislation that would expand investment options for people saving in 403(b) retirement plans.

A basic estate plan can easily cost thousands of dollars, yet many families never take the next step to address the unique circumstances surrounding their wealth and family.

An accessible client document delivers its full information to any reader, regardless of how they perceive, navigate or process content.

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.

Women represent one of the most significant opportunities in financial planning, but advisors must help women build and protect their financial independence.

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.

A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.

Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.

A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.

Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.

The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.