There are several key questions that wealth managers and their clients should ask of provider companies when they are considering life settlements.

Coming soon ... | dragan vasiljevic/hemera/Thinkstock A new report by the World Economic Forum examines how fintech is changing the financial services industry. As we’ve seen in the advisory space with the rise of online advice platforms, it’s...

Life events have a way of intervening with retirement plans. Here’s how advisors can prepare for the unexpected. 

New Actuarial Guideline 49 takes effect Sept. 1

Life expectancy is something of a creepy topic but it is a necessary evil when planning for your client’s future.

It's all about the money

In recent weeks, hedge fund mangers have taken a beating—not to their portfolios, but to their public image. CNBC reports that both President Obama and presidential candidate Hillary Clinton criticized hedge fund managers for paying relativel...

Three Secrets to Simplifying Life Insurance Decisions

The inflation rate experienced by seniors is higher than that of the overall economy. The culprit is health care. 

Too many cooks? | designaart/iStock/Thinkstock If you have some eggs about to expire, or a car that has problems, you can turn to an online community to find some solutions. But what if you have a financial issue, like what to do with a windfa...