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Insurance
Help clients face up to long-term care
It's not easy to talk about health and sickness with clients, but advisors must explain the options.
Guggenheim weighs sale of $250B asset management unit
The firm’s largest investors have already been in talks about strategic options, according to people familiar with the matter.
Help clients come to grips with long-term care
Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.
AICPA adds financial planning certificate program
The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.
Standard Life plans to return $2.3B to shareholders
The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.
Annuities forecast climbs as FIAs rebound from fiduciary slump
The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.
How to avoid hidden pitfalls in fixed-index annuities
A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.
What’s next for American fertility rates — and Social Security? Retirement Scan
The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
Will financial wellness fly for Envestnet?
The platform provider is pushing the concept hard, but early reviews are mixed.
Next up for Envestnet: Insurance
Annuity products will be on the tech giant's platform by year end.
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