Ask Aging Clients: Can They Stay in Their Homes?
New survey from Merrill Lynch underscores the importance of advisors talking with retirees about selling or staying in their homes.
More in Retirement Planning
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 »
President Barack Obama throws his support behind the Department of Labor's fiduciary proposal; advisors take to Twitter to voice their reply. more »
Investment advisors should act in their customers' best interests, President Obama says. Here's how they don't, and how it can hurt investors. more »
The president insists that fiduciary requirements must apply to brokers working in the retirement space to protect investors from conflicted advice. more »
As controversial fiduciary proposal to curb conflicted retirement advice heads to White House for review, insiders see exemptions permitting commonplace brokerage business models. more »
The White House plans to throw its full weight behind a Department of Labor proposal to make it harder for brokers to push higher-fee mutual funds or other expensive retirement investment products. more »
Converting a traditional Roth IRA for the benefit of heirs doesn't always work as planned. Help your clients run the numbers. more »
Many advisors are failing to communicate the best strategies to clients. Here are some common trouble spots you should steer clear of. more »
To justify their higher cost, advisors need to go beyond a commoditized service. If you're merely providing asset allocation or portfolio rebalancing, you're in the danger zone. more »
Genworth Financial jumped in early trading after losses at the long-term care unit were narrower than some analysts had expected. more »
Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result. more »
According to a new study, only 46% of new retirees are confident that they can afford the lifestyle they want in retirement. more »
Paul Reilly describes a recent leaked White House memo supporting the DOL's efforts as "an example of biased and distorted research [that] impugns the integrity of the work our advisors do every day." more »
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March 4, 2015 |

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