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Sixty percent of all personal wealth is held by women in the United States today and 40 percent of American-owned private businesses are owned by women. Not only are women accumulating wealth at a higher rate, but they are becoming the primary decision makers in their families,...

source: Think Advisor

It's nice to think that a first-class financial advising business will sell itself, as satisfied clients tell their friends, family and business associates about the fine job you do handling their assets, but some experts say that's not the case. If advisors really want...

source: Financial Planning

A new retirement savings vehicle, the myRA (my retirement account), is now one step closer to being available after the Department of the Treasury’s final regulations became effective on Dec. 15. The new regulations state...

source: Forbes

The U.S. Securities and Exchange Commission is preparing a sweeping set of rules to target mutual funds whose rapid growth and migration into more complex strategies could pose risks to the financial system, the agency's chairman said. The measures outlined by SEC Chair...

source: Bloomberg

In November, the IRS ruling presented some encouraging news for estate planners and their clients, regarding drafting errors made by attorneys. Despite the IRS' reputation as a ruthless, unforgiving agency, it actually allowed someone a bit of leeway for a trust that was...

source: LifeHealthPro

The Insured Retirement Institute released its "State of the Insured Retirement Industry: 2014 Review and 2015 Outlook" report identifying marketplace opportunities ahead in 2015. "Fixed indexed annuities and immediate and deferred...

source: InsuranceNewsNe


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