Portfolio

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

Investors have grown cautious following October’s rout in global markets.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

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.