Insurance

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

ESG investing is one way to motivate young clients and boost their contributions.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

For many people, insuring for the basics of home health care "might be enough to keep the wolves from the door," says a Nationwide executive.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

One important somber step for 40-something clients is to consider what happens to their assets when they die.