• Income Planning with Death Benefits Income Planning with Death Benefits

    How to complement the value of annuities and assets under management

    by Herbert K. Daroff, J.D., CFP, AEP

    Where do death benefits fit? First, consider insuring others. How old will your parents or grandparents be when you retire? read more
  • Long Term Planning Long Term Planning

    How do you protect your clients’ assets under management?

    by Sue Devlin

    Investment advisors work hard to grow both their client base and the total assets under management. Even so, there’s always attrition as some clients leave and others die, which is normal and to be expected. read more
  • Behavioral Savings Behavioral Savings

    Best steps to jump-start financial planning for retirement

    by Doug Dubitsky

    Saving for retirement is one of the biggest challenges Americans will face in their lives. However, with proper retirement planning and saving strategies, they can get the most out of their retirement years. read more
  • Trump: Game Change Trump: Game Change

    With the new president comes new tax realities

    by Leon C. LaBrecque, JD, CPA, CFP, CFA

    The election of a new president always brings about change and this one is a prime example. Under the new Trump administration it is fairly likely there will be change to individual income taxes in 2017, and nearly certain that the economic game will change. read more
  • Getting Your Clients ‘In Tune’ for a Longer Retirement Getting Your Clients ‘In Tune’ for a Longer Retirement

    Can love songs help solve the longevity-income paradox?

    by Carolyn Johnson

    For most Americans, it’s difficult not to associate February with love – especially with Valentine’s Day falling right in the middle of the month. And where there’s Valentine’s Day, there’s never a shortage of timeless romantic songs. read more
  • Women Playing Retirement Catch-Up Women Playing Retirement Catch-Up

    Can advisors improve their preparedness?

    by Diane Garnick

    If your clients had to retire today, would they have enough saved to carry them through a retirement that will likely last decades? read more
  • A Push Against the Curse of Aging A Push Against the Curse of Aging

    Creating confident clients with longevity planning

    by William J. Rossi, III CFP, ChFC

    How old is the oldest person you know? Believe it or not, there was a time when any American over the age of 65 was considered “old.” But today, that number is much higher as more and more people are living longer lives. read more
  • A Conversation With Sean McDermott A Conversation With Sean McDermott


    by Peter Kelley

    Sean McDermott is a Senior Analyst with Corporate Insight, a consultancy and research firm focused on developing technological and digital solutions across the financial services domain read more
  • The Future of Work is Today… The Future of Work is Today…

    Are you ready?

    by Morag Barrett

    Look out! In workplaces across the globe, conventional wisdom is being thrown out the window. Everything around us seems to be in flux – from how we conduct ourselves to how we manage others. read more
  • Compensation And The New Compliance Compensation And The New Compliance

    How the Fiduciary Standard will accelerate change in advisor compensation

    by John Ludes

    The introduction of a Fiduciary Standard around the provision of advice to ERISA accounts by the Department of Labor has been a seminal event across the Financial Services Industry, forcing change over a broad spectrum of the Industry’s business model. read more
  • Can ACA Elude the Chopping Block? Can ACA Elude the Chopping Block?

    How “Repeal and Replace” Has Become “Repeal and Delay”

    by James Slotnick, JD

    Since the Affordable Care Act was signed into law on March 23rd 2010, Republicans in Congress have worked to repeal the legislation. The culmination of this work occurred last December, when Congress passed the Restoring Americans’ Healthcare Freedom Act and sent it to President Obama’s desk. read more
  • 2017 Life Insurance Planning 2017 Life Insurance Planning

    Why this could be a strong year despite uncertainty in the tax law

    by Mark Peterson

    Along with the combined Trump administration and the Republican-led Congress comes uncertainty and change in our tax laws. Both the Trump administration and the Republican tax platform include a proposed repeal of the estate and gift tax along with significant decreases in both corporate and individual tax rates. read more
  • Can You Volatility-Proof Your Client Relationships? Can You Volatility-Proof Your Client Relationships?

    Building strong relationships by managing expectations and choosing the right communication approach

    by Kevin G. Hill, ChFC®, CLTC, AIF®

    We have all been taught that communication is fundamental for a strong, successful relationship. As simple as this concept may initially seem, relationships can quickly become tested due to differing expectations and communication styles. read more