Online, But Trying to Be More Than Just a Robo
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.
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Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face. more »
Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings? more »
The IRS issued a consumer alert warning taxpayers to beware of tax preparers who tell clients to give them their health insurance paymen more »
As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to. more »
Genworth Financial jumped in early trading after losses at the long-term care unit were narrower than some analysts had expected. more »
The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say. more »
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »
Obamacare is about to collide with the U.S. tax-filing season, adding frustration for millions of taxpayers trying to figure out how to comply and how much they will owe the government. more »
As part of clients' retirement planning, make sure they understand terms like "sustainable withdrawal rate," as just one example; Plus, encourage clients to increase their savings rate to 15%. more »
Manulife Financial, Canada’s largest life insurer, agreed to buy New York Life Insurance’s retirement plan services business in a deal that will boost assets under administration by about $50 billion. more »
Review clients’ policies annually, paying particular attention to changes in both rates and charges. Here's a list of items to watch. more »
The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement. more »
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
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