Growth of advisory space opening up new opportunities at Highland
The growth of the advisory space is opening up new product and platform opportunities, says Amy Kniseley, vice president at Highland Capital Brokerage.
Advisers better look to Washington for changes in annuity regulations
Financial advisers better keep an eye on Washington to track changes in annuities regulations or it may come back to bite them, says Jason Muench of UnitedOne.
Public pensions in good shape but retirees may still need extra help
Public pensions at the state and local levels have benefited from the rally in stocks, says Gerald Young, senior research analyst at MissionSquare Research Institute. Still, retirees on pensions should access an extra savings vehicles if they can.
Financial advisers can’t forget guaranteed income sources for retired clients
Volatile stocks and beaten-down bonds make guaranteed income streams like annuities an important option for financial advisers helping their retired clients, says Michelle Richter, principal at Fiduciary Insurance Services.
Scared to hold bonds as rates rise? Try an annuity for size
The end of the great bull market in bonds has retirees searching for income alternatives. One possible replacement is an annuity, says Wade D. Pfau, professor of retirement income at The American College of Financial Services.
Why HSAs should be considered long-term investments
Health savings accounts are a great way to grow money tax-free, says Peter Stahl, president of Bedrock Business Results, but they should be seen as long-term investments.
Expect more action from regulators, politicians when it comes to retirement accounts
The Department of Labor will be introducing new fiduciary standards for advisors and plan sponsors as it attempts to protect retirement savers, says Don Trone, CEO of The Center for Board Certified Fiduciaries.
Advisers better know the rules for claiming Social Security, or they’ll lose business
Financial advisers better know how to educate clients about how to claim Social Security or they'll lose business, says Mary Beth Franklin, contributing editor at InvestmentNews.
Don’t overlook annuities in battle against longevity risk, says DPL Financial CEO
Annuities are perfect way to combat the risk of outliving your money, says David Lau, CEO of DPL Financial Partners. They also offer financial protection during down and volatile markets.
ESG investing, Social Security here to stay, says InvestmentNews executive chairman
ESG investing is not a fad that will be thrown out as market uncertainty increases. Moreover, modern advisers need to know more than stock-picking to succeed, says John French, executive chairman of InvestmentNews.
