Advisors on the Move: Morgan Grabs $1B Team Morgan Stanley, Merrill Lynch and other firms have been benefiting from defections from Barclays. But those firms werent the only winners in the competition for top talent. See these moves and more in our latest recruiting roundup.
One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close. more »
More seniors are using their retirement income to pay down their house debt, making them vulnerable to financial trouble once they run out of savings or suffer from an illness; Plus, why that 'guarantee' on your client's annuity might be a red flag. more »
Clients give up access to their money with annuities, so they are advised to use only a portion of their savings in these products; Plus, they should activate a fraud alert if they think their Social Security number has been compromised. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »