Investment products

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Despite the flaws in 401(k) plans, clients can take steps to improve their situations; Plus, clients should beware the retirement splurge.

Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking.

Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid.

Online tools such the one developed by the Consumer Financial Protection Bureau can help clients determine the best time to claim their Social Security retirement benefits for maximum results; Plus, do your clients need life insurance after they retire?

Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside.