What is an Attending Physician Statement (APS) & do you need it for life insurance?
Don't know if you need an attending physician statement for your life insurance application? Read on to discover what one...
life insurance
Best Financial Advisor for Powerball & Lottery Winners
Best Financial Advisor for Powerball & Lottery Winners A win does not change people’s values around money, it exaggerates them....
Insurers Struggle to Manage Expectations in Auto Claims Process as Repair Times Increase
Amica Mutual Ranks Highest in Auto Insurance Claims Satisfaction in the 2022 U.S. Auto Claims Satisfaction Study by J.D. Power...
Tips for Starting the Long-Term Care Discussion With Clients
What You Need to Know Do your clients understand their odds of needing care? Do they know what long-term care...
How This Year's Painful Losses Can Help Your Client's Tax Situation
As we wade deeper into the fourth quarter, financial advisors are doing their best to make lemonade out of the...
14 Best Large-Cap Equity ETFs: Morningstar
Start Slideshow Susan Dziubinski, director of content at Morningstar.com, started a recent blog post about exchange-traded funds by pointing out...
Schwab to Start Next Phase of TD Ameritrade Conversion in January
What You Need to Know The TD Ameritrade platform conversion is still in the orientation phase. The second phase will...
More Reg BI Cases in the Pipeline, FINRA Chief Warns
Robert Cook, president and CEO of the Financial Industry Regulatory Authority, said Friday that firms need to beef up their...
What CPAs Want Advisors to Know About Tax Mitigation
What You Need to Know Tax professionals say it is always important for wealth advisory professionals to collaborate with their...
Market Volatility Increases Demand for Financial Planning: Cerulli
“A thoughtful stream of touchpoints can buoy client satisfaction even as markets falter, allowing advisors to be best positioned for...
