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Unique Challenges In Handling Existing VAs
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When new clients bring previously purchased contracts to the table, advisers have options.
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Indexed Annuities Gain Popularity While Rates Remain Low
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A former black sheep, indexed annuities are becoming more popular.
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Bogle - Indexing Has 'Gone Too Far'
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Vanguard has preserved a reputation as the lowest-cost provider of investment options since John Bogle founded the company in 1974, operating on an at-cost basis in a world motivated by profit.
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7 Dirty Words For RIAs To Avoid
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Every month, I try to determine the most important issue to write about, yet most of the time I end up delving into the seemingly boring topic of regulation.
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The Crushingly Expensive Mistake Killing Your Retirement
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401(k) fees are costing you hundreds of thousands of dollars over your lifetime.
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Schwab Aims To Help Breakaways Skip IBDs On Path To Independence
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Broker-dealers no longer seen as a necessary step on road to RIA, executive Bernard Clark says.
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Billionaires’ Wealth Is Skyrocketing – Their Philanthropy Is Not
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The Chronicle of Philanthropy released its annual “Philanthropy 50” list this week, detailing the gifts of the most generous donors in America.
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Your Heirs Want This Even More Than Your Money
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It’s never about the money, it’s always about the heirlooms.
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4 Ways Women Are Better Investors Than Men
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The evidence is in: According to a number of studies from banks and investment firms over the past decade, women make better investors than men.
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No One Wants To Talk About Death, But You Need To Anyway
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It’s important to have advance directives for healthcare on file.
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