Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.
The inability to manage money is one of the earliest indications that a client may have Alzheimer's disease
A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.
The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
<i>Breakfast with Benjamin:</i> Some big names, including Nouriel Roubini, are warning about a bubble in corporate bonds. Plus: Jeffrey Gundlach knows where the bond market bear is, insider trading on fantasy, should you drop health care coverage, cities not enjoying a housing recovery and about that West Antarctic glacier.
Founder of Garrett Planning Network says investors with low net worth can be served in a market where all advisers must act in their best interests.
While there is no evidence yet that broker-dealers are taking advantage of investors, the potential for harm remains.
Sales of such products help annuities overall enjoy a strong year
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
Financial advisers may need to consider other income options.
Insurer, shrinking its annuity business since 2012, plans enhanced surrender offers
Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe - for now.
All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.
Documents are way too long, information is split up among multiple documents, and the legalese is mystifying
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.
On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.
