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Tackling longevity risk may be the most vital part of retirement planning
"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.
Creating value by meeting client planning needs from foundational to complex
While 64 percent of advisors agree that client demand for planning is growing, many are unsure of how to effectively meet the demand.
Why robos are no-gos for large firms
Robo advice is “a feature, not a business,” one digital expert says
Brandon Hoyles is manager of strategic planning and development at Blend.
Carlyle, T&D Holdings buy majority stake in AIG-owned insurance firm: News Scan
The $1.8 billion deal is expected to close in mid-2020.
Amanda Hansen is president of AdvancedMD.
Jenna Obrycki Upgren
Jenna Obrycki Upgren, SPHR, SHRM-SCP, is the total rewards manager at Minneapolis-based Bind On-Demand Health Insurance.
BlackRock’s HR chief was fired in July after office relationship
Jeff Smith's dismissal was first announced in a memo by CEO Larry Fink and President Rob Kapito, who only said the executive had violated corporate policy.
Asset managers have ESG, AI and ETFs top-of-mind for 2020
"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.
Tax strategy scan
Last tax season was a mess. Now’s time to prepare again: Tax Strategy Scan
Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.
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