Sections Newsletter author E. Randolph Whitelaw, AEP (Distinguished), drawing from his article in the April 2015 Risk Management Section newsletter, will discuss problems with equity indexed universal...
Client segmentation is key to boosting advisors’ productivity and profitability, according to new research. Cerulli Associates unveils this finding in the June 2015 issue of “The Cerulli Edge – U.S. Edition.” The issue evaluates asset manager’s...
The majority (56 percent) of full service investors still don’t completely understand the fees they pay their wealth management firm, and nearly that many (46 percent) admit they don’t know their portfolio’s return over the past year, according to the J.D....
The Supreme Court ruling on same-sex marriage heralds big changes in the way same-sex couples manage their finances. Since the court struck down a key part of the Defense of Marriage Act in 2013, couples who were legally married in a state...
For many clients, the two most important sources of retirement income are Social Security benefits and distributions from retirement accounts, including required minimum distributions after age 70 ½. But these two present a tax challenge for advisors.
The Department of Labor’s plan to revamp the definition of fiduciary under the Employee Retirement Income Security Act is likely to face yet another legislative hurdle. Industry trade groups are working on a bill that would “legislate...
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