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FINANCIAL

The Top 3 Prospect Attractors

Prospects consider several characteristics when choosing an advisor, but some qualities particularly stand out.

June 2017 |  Read Article

IOVAs Present a New Take on Tax-Advantaged Investing

A new category of investment-only variable annuities has been designed specifically to maximize the power of tax deferral.

June 2017 |  Read Article

The Gender Pay Gap Leads to The Gender Retirement Gap

Because of their lower salaries, glass ceilings and time taken from work for caregiving, women, on average, start retirement retirement with less money than men have, but they need more money to fund retirement than men do.

May 2017 |  Read Article

Three Overlooked Questions That Can Affect a Financial Plan

Strengthen the advisor-client relationship by demonstrating the value of human analysis and a quality financial plan.

May 2017 |  Read Article

Women’s Longer Life Expectancy Comes at a Higher Health Cost

The preretirement savings required to cover women’s higher health care costs in retirement can be manageable, if tackled early enough.

April 2017 |  Read Article

Emotional Currency: How Clients’ Money Stories Guide Decisions

When you let your clients tell their personal history with money — and you really listen — you can work with them to ensure their story doesn’t become a horror story.

April 2017 |  Read Article

Elder Financial Abuse: Losing More Than Money

When older Americans experience financial loss and exploitation, the effect reaches beyond their own bank accounts.

March 2017 |  Read Article

Liquid Alternatives: The Ingredient for Portfolio Diversification

How to help emerging high-net-worth clients replace fixed income in a low-rate/low-yield environment.

March 2017 |  Read Article

ETF Market Shows Little Sign of Slowing Down

Investors crave exchange-traded funds for their flexibility, liquidity and convenience.

February 2017 |  Read Article

Client Interest in ESG Investing Is on the Rise

Environmental, social and corporate governance (ESG) investing often has been discussed as the next big investing fad.

February 2017 |  Read Article