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By Matt Dobbie |
May 25, 2012
Many of your clients' kids and grandkids will finish up their degrees and venture out into the world this month. Here's how you can help them.
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By Warren S. Hersch |
May 22, 2012
According to the poll, 56% of financial advisors do not speak regularly to their clients about life insurance. And only 34% of advisors say they are “very comfortable” recommending life insurance to their clients.
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By Michael K. Stanley |
April 19, 2012
It turns out that the next generation of economists don't know enough about economics to plan for their own retirement.
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By Cynthia Poveda |
April 11, 2012
A life settlement is no longer just a sales opportunity; it's an important part of financial planning.
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By Michael K. Stanley |
March 29, 2012
When Jeff Rose spoke with soon-to-be college graduates at his alma mater, out of the crowd of 50, not one hand was raised when they were queried about whether they had ever heard of a Roth IRA.
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By Philip E. Harriman |
January 20, 2012
Though it has fallen out of favor, life insurance remains an important financial planning tool.
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By Warren S. Hersch |
January 19, 2012
Fifty-nine percent of the respondents surveyed describe themselves as financial planners, but only 30% actually practice financial planning, Cerulli reports. The differential is even more pronounced among advisors who label themselves investment planners (22%) versus those practice investment planning (56%).
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By Michael Harris |
January 18, 2012
A good retirement playbook will include growth opportunities and factor in specific protective measures to hedge against a variety of risks, including market volatility, inflation, and longevity. The financial playbooks that will fare best will be those that are realistic, clear, manageable, tested, and beyond all, followed.
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By Matt Dobbie |
November 14, 2011
Anxious about the state of the economy? Think how your clients must feel. Try these five strategies to help restore their financial confidence.
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By Staff Writer |
October 19, 2010
More than 8 in 10 American workers believe they will need at least three years to rebuild their retirement savings as a result of the economic crisis, according to the latest Sun Life Financial Inc. UnretirementSM Index.
