While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios. »
Delaying Social Security benefits is the best annuity plan for clients, according to Morningstar's David Blanchett and advisor Allan Roth of Wealth Logic speaking during a panel discussion on annuities vs. bonds. »
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.