Risk

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.