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Royal Alliance lawyers capitalize on Finra’s broken BrokerCheck
Plus: Soros fights Brexit with scare tactics, what the Queen thinks about the Brexit vote, the smart-beta evolution, and alternative retirement lifestyles
DOL must keep dialogue open on fiduciary rule
Sudden withdrawal of DOL's Timothy Hauser from a panel at the Insured Retirement Institute conference was a blunder.
Two more industry groups file lawsuits against the DOL fiduciary rule
Today's complaints against the Labor Department regulation raising retirement advice standards, bringing the total to five, say it will make it harder for Americans to purchase fixed annuities.
DOL fiduciary rule can also be applied to insurance
Finding a policy that works in the best interests of your clients not as hard as you think
Advisers to start recommending ABLE plans to clients
Four states introduce accounts that help families save for special needs children
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt
The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.
Variable annuity sales drop to lowest level in 15 years: LIMRA
The Labor Department's fiduciary rule and market volatility were the primary contributors.
Make clients aware of filial laws that could wreak havoc on the financial security of millions
Encourage clients to think ahead about how much financial responsibility they're willing to assume for their aging parents.
Retiree medical expenses could outpace Social Security benefits in 20 years
Your clients could be under saving for their real retirement income needs.
Long-term-care insurance market sees rapid decline
A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?
Life insurance helps with retirement planning, but beware of the pitfalls
Product considerations are complex, and using this strategy inappropriately in a retirement income plan can trigger problems.
Former financial adviser faces possible 287-year prison sentence for robbing seniors
Breakfast with Benjamin Jean Walsh-Josephson is accused of taking more than $4 million from elderly clients.
Advisers’ role in retiree health care
What’s the single biggest expense that your clients will face once they’ve retired? Housing? Recreation? How…
Elder financial abuse grows more prevalent in annuity, life insurance products
Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip
Why advisers need to talk to clients differently about life insurance
Give clients an alternative to the auto-industry-like life insurance industry operating system
How to help clients save big bucks on health and Medicare costs in retirement
Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.
How to properly defer Medicare enrollment
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
Variable and fixed-indexed annuities feel sting of DOL fiduciary rule
Fixed indexed annuities lost a favorable exemption they enjoyed under the proposed rule, and the impact on variable annuities likely won't be much changed from original forecasts.
51% of advisers see DOL fiduciary rule benefiting business
51% of advisers say the rule will help their businesses, an improvement from 2015 when only 27% saw the regulation helping.
Debunking the top myths and misconceptions about Medicare
Does Medicare cover long-term care? Is it as good as employer group insurance? Here are the answers to the top questions from advisers and clients.
