With a new health care reform employer mandate on the way, expanding expertise becomes imperative
Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.
Tips to help make 2014 less painful than 2013 for wealthy clients
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.
Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.
On Thursday's <i>Breakfast with Benjamin</i> menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
For advisers, it's time to get familiar with the terms under which union employees receive health care.
Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
Advisers are turning to various services to estimate the unknowable in retirement
Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Morningstar researcher suggests 30% allocation to annuities - and more equities.
<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
