What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
EXCLUSIVES
Annuities’ Bad Rap
Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity...
Underestimating Longevity Risk
Americans’ projections about their own life expectancy often miss the mark, which can create problems in retirement.
Decumulation Is Personal
New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more...
PANC 2022: DEI at Work
Advisers share insights about how they are changing the composition of their firms—from entry-level positions to senior management—to better reflect...
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life...
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners...
Lessons From One Adviser’s Small-Plan Experience
Small plans—usually the most underserved in the market—have a tremendous need for the expertise of experienced retirement plan advisers.
How Advisers Can Help Smaller Nonprofits
While serving the nonprofit market is comparable to serving small businesses, the market also comes with its unique set of...
7th Circuit Issues Key Stock Drop Decision in Boeing Max Case
One expert attorney says the decision has particular importance to plan sponsors and fiduciaries who have employer stock as an...
SEC Flexes Regulatory Muscle with RIAs, Brokers in Focus
The SEC is warning advisers and broker/dealers that it is time to tighten up policies around conflicts of interest and...
Talent Management Trends and a Focus on the Future
Many financial advisory firms are rethinking their talent management strategies, with a focus on serving a more diverse and dynamic...
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth;...
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry...
Is the Qualified Professional Asset Manager Exemption in Jeopardy?
One expert attorney says that while a recent regulatory proposal issued by the DOL seems sensible, as it seeks to...