Portfolio Protection or Performance? Overcoming 3 Risk Aversion Behaviors


The 5 Most Important Decisions Before Retirement


Overlooked: Why and How To Build Financial Relationships With The Surviving Spouse


Economic Commentary: The Next Recession and Its Implications


5 Dangers of Being an Empty Nest Investor


Is Funding Children’s Educations Putting Clients’ Retirements At Risk?


Re-Strategizing Retirement In Light Of Ongoing Social Security Woes


How To Better Understand and Deal With Difficult Clients


The Pitfalls of Not Having a Written Financial Plan


When and Why to Discuss Cybersecurity With Your Clients


IRS Announces Cost Of Living Adjustments For The 2019 Tax Year


Are Baby Boomers Misinformed About How Much To Save For Retirement?


10 Questions Married Couples Need Their Financial Advisors To Ask


Why Financial Advisors Cannot — And Should Not — Ignore Generation X


The Value of Communicating with Clients During Volatile Markets


Is Early Retirement Always a Healthy Decision?


4 Things Millennial Investors Expect From A Financial Advisor


What Can Clients Learn From You About Their Retirement?


4 Things Clients Need to Know About Managing “Sudden Wealth”


4 Strategies for Establishing and Adding Value to HNW Client Relationships


5 Things Couples Need To Consider Before Retirement


Is Diversification the Key to Success?


5 Things Women Need To Know About Social Security Benefits


What Does It Take To Make — And Keep — Clients Happy?


Letting Go: When And How To Part Ways With A Difficult Client


Could Your Clients Absorb the Financial Impact of a Natural Disaster?


Pension Tension: How Dwindling Defined Benefits Plans Could Impact Clients


4 Truths About Annuities That Your Clients May Not Know


3 Things That Could Impact The Quality Of Your Clients’ Retirement


Managing Risk through Portfolio Diversification and Guarantees


3 Things You Can Do Now To Build Relationships With The Next Generations


How Guaranteed Income Influences Clients’ Satisfaction in Retirement


How to Help Clients Who Live Paycheck-to-Paycheck Save for Retirement


It’s National Annuity Awareness Month: Pass it on!


4 Ways to Help Your Clients Understand and Mitigate Sequence Risk


How to Alleviate Client Stress Surrounding Retirement Planning


Economic Commentary: The U.S. Equity Market Outlook and Valuations


How Risk Aversion Impacts Wealth Management


Economic Commentary: Inflation Forecast


3 Strategies for Helping Clients Cover Healthcare Costs in Retirement


Can Affluent Investors Overcome Doubts About Market Performance?


Why Financial Advisors Need to Develop and Implement a Succession Plan


Social In-Security: Helping Your Clients Plan for An Uncertain Future


Practical Tips for Understanding and Connecting With Millennial Investors


Beyond Age: 5 Factors That Could Impact Your Clients’ Longevity Risks


Economic Commentary: What’s In Store for Investors in 2018 and Beyond


Economic Commentary: Indicators Investors Should Monitor To Understand Market Direction


What Role Does Social Security Play in Your Clients’ Futures?


Income Riders: Key Points to Discuss with Your Clients


Minimizing Loss Can Be Your Clients’ Gain


No More Money on the Sidelines: Helping Clients Rethink How They Save


Industry Update: IRS Limits Adjustments for 2018


Economic Commentary: 2018 Tax Cuts and Jobs Act


Overcoming Market Skepticism to Reach and Advise Millennials


Redefining Risk for the 80% of Investors Who Want Portfolio Protection


Teaching the Language of Retirement


Assuming an Established Book of Business: 5 Tips for Young Advisors


Key Questions to Ask and Answer When a Client Inherits a House


What Clients Believe About Social Security (and What They Need to Know)


Speaking the Language of the Affluent Client


Tips for Engaging a Spouse Who’s Uninterested in Finances and Investing


The Emotions of Retirement: Helping Clients Overcome Their Hidden Fears


5 Types of Scams that Could Rob Investor Savings


Staying in the Workforce: A Backup Plan for Retirement?


Where Does Financial Advice Fit in the Age of Information?


The History and Evolving Relevance of the 12b-1 Fee


Is 100 the New 80? Insights into Mitigating Increasing Longevity Risks


Strategies for Navigating the Baby Boomer Danger Zone


3 Questions About Fear to Help Determine a Client’s Risk Tolerance


Managing the Top 3 Fears of Baby Boomers


What Inflation Might Mean for Traditional 60/40 Portfolios


The History of the Dow — Why Risk Control Matters More Than Ever


Can an Annuity Serve the Same Purpose as a Pension?


The Two Reasons Retirement Is Getting More Expensive


Preparing Clients for Retirement at Every Stage of Life


You Know Your Clients — How Well Do You Know Their Beneficiaries?


A Pessimist’s View of the Recovery (And An Optimist’s Response)


Discuss These Three Major Purchases with Clients


3 Essential Traits of a Successful Financial Advisor


How Advisors Can Influence Happiness in Retirement


How to Respond When Clients Ask, “Are You a Fiduciary?”


S&P Weighs in on Variable Annuities with Risk Control


Practical Advice for Clients Who Inherit Money


Retirees 10x More Likely to Run Out of Money Than 10 Years Ago


Floor Annuities — the Trade-off for Protection


5 Ways to Keep Clients Happy and Manage Expectations


The 6 Greatest Risks of Retirement


How to Help Risk Averse Investors Over 45


How to Help Cautious Clients Feel Better About Investing


Controlled vs. Managed Risk: Going Beyond the Client Survey


Guaranteed Lifetime Withdrawal Benefits: What Your Clients Need to Know


How to Talk with Investors During Each Phase of Life