The 'Tiresome' Persistence of the 4% Rule
Another important warning for clients to hear is that people today tend to live much longer in retirement than they...
life insurance
Principal Ordered to Pay $7.3M to Medical Research Foundation
A Financial Industry Regulatory Authority arbitration panel has ordered Principal Securities to pay about $7.3 million in compensatory damages and...
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards Program
There’s one month left to nominate firms and individuals in the financial services industry for our fourth-annual pioneering recognition program...
How to Explain RILAs Better
What You Need to Know RILAs can offer an adjustable level of protection against market risk. One part of the...
S&P 500 Races Toward 30th All-Time High of 2024
What You Need to Know Optimism over a resilient economy, improving profits and the possibility of rate cuts are pushing...
4 Reasons to Work as a Bank, Credit Union or Insurance Advisor
Institutions have a large and diverse client base of individuals, families, businesses and other organizations, providing advisors with the opportunity...
For Advisors, an Untapped Opportunity in Donor-Advised Funds
What You Need to Know The donor-advised fund is increasingly the giving tool of choice for both families and corporations....
Annuity Owners Face Online Information Gap
Typical annuity owners appreciate what you’re telling them about annuities, but they think that much of the annuity information posted...
Schwab Eyes 20% Growth After $1.2T Milestone
Smaller, independent fund issuers often need to see their products reach specific size thresholds before they are accepted onto trading...
Why Insurers Push Life Insurance Indexation (and why you should avoid it)
Your man in the bank will lay it on pretty thick: You’re not adding indexation to your Life Insurance? Without...
