With the right planning, a cash value life insurance policy can help supplement income in retirement. But if you ignore it, loss of coverage and a raft of income taxes could be around the corner for your client. » Read More
By: Andrew Osterland
A recent survey found that financial advisors are more stressed out than their investor clients. Asked to evaluate stress levels in their lives, 71% of advisors said they experience moderate or high negative stress, compared to 63% of investors. » Read More
By: Lorie Konish
About 40% of financial advisors plan to retire in the next 10 years. College financial planning programs are hoping they can help fill those seats. » Read More
By: Lorie Konish
The traditional S&P 500 index fund may not work for you if you want to invest with environmental or social causes in mind. But themed index funds might be worth a second look. » Read More
With premiums skyrocketing on insurance policies designed to cover long-term-care costs, financial advisors are turning to a variety of other options.
Two U.S. senators criticized $4 trillion in share buybacks from 2008 to 2017. It is important to understand this cash did not vaporize, nor did it benefit just a handful of people. Rather, it was used to positively impact the U.S. economy overall.
Annuities are a long-term play for both the client and the advisor. Think about these key considerations when you recommend a fixed, variable or indexed annuity to an investor.
New tools let you better monitor your home's water and energy usage, even when you're far from home.
Only 15 percent of financial advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas.
Socially responsible investing has exploded across the globe and interest in it has never been higher. But there is a real chance the business and financial communities will let slip opportunities to fully capitalize on the demand.
As cyber threats abound, everyone from large financial firms to individual advisors need to make sure they have done everything they can to guard against a breach.
From leasing to buying, charging costs to tax credits, here's what you should know if you want the most popular electric vehicle on the market.
On the heels of the Great Recession and with the recent change in the tax law, demand – and pay – for financial advisors have risen steadily — until now.
Some investors might be worried about how a trade war with China would impact their savings. Here's what financial advisors can telll them.
By splitting investors into two categories based on general investing attitudes, researchers found other points of agreement within the groups.
In an innovative addition to the Tax Cuts and Jobs Act, 8,700 low-income census tracts called Opportunity Zones could benefit investors with unrealized capital gains to sell existing investments and re-invest those gains in high-poverty areas.
Tax-loss harvesting gives investors a silver lining if they have realized losses
An inaugural competition challenged MBA students to come up with investment portfolios that have a positive social and environmental impact without sacrificing financial returns. The contest could point to where the industry is headed.
More financial advisors are helping their clients with Social Security. The decisions are a lot more complicated than whether to file earlier or later.
Financial services providers are uniquely positioned to change the conversation around literacy and address the elephant in the room: the "money talk" taboo.