Insurance

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.

The estimated $490 million deal is a part of a push from Nippon Life to expand its asset management operations.

These four experts can help you address any client situation.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."

Tax cuts today will increase deficits and future retirees will bear the brunt in reduced Medicare and Social Security benefits, according to one expert.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

What — if anything — should an advisor do if a client is abusing illicit substances?

The practice joined Triad Advisors after at least 25 years with its former IBD.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.