Insurance

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.

The cost of Wells Fargo's scandals continues to rise as regulators from all 50 states forced the institution to pay hundreds of millions in penalties for the creation of fake accounts, improper enrollment in life insurance, force-placed auto insurance policies and other activities.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

"We said, 'Even though we are drinking water in the bar, there are too many drunks, so let's not go into the bar.'"

Some worry that BlackRock products will crowd out competitors on the platform.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

A typical Social Security payment is likely to cover basic costs in these areas.

The regulator proposed a "clear and concise" summary for clients considering the products, but the impact appears limited.

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.

A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.

Schwab, Vanguard and LPL explained their approach to campaign donations as the industry and its supporting sectors provided $19 million in PAC contributions.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.