The Assets: Insurance planning

Millennials Hankering for Annuities: Survey

June 13, 2022No Comments

At the same time, few millennials are aware of the tax-deferred growth potential of annuities, according to insurance firm Lincoln Financial Group.

FAs Weigh In: Sense of Urgency with Financial Plans

May 24, 2022No Comments

“The pandemic has created an urgency for our clients to accelerate their existing plans or reevaluate what is truly important to them,” according to Reservoir Road Financial Group’s Ken Roban.

New Firm Aims to Bring FAs Holistic Client Balance Sheet Mgmt

March 15, 2022No Comments

The founders of the firm, Bonsai, include former executives of Allianz and Blackrock.

Cetera Partners with Firm for Insurance, Investment Needs

February 17, 2022No Comments

Cetera Investment Services will be able to provide investment and insurance solutions and investment advisory services through Hancock Whitney financial consultants.

Most UHNW Investors Want Tangible Assets Included on Their Balance Sheet: Report

December 27, 2021No Comments

While only about half of financial advisors treat assets such as property and art as part of their UHNW clients’ wealth, 87% of the clients do, according to a report from insurance firm Chubb.

Ex-FA with Dozens of Customer Disputes on Record Indicted on 10 Counts of Fraud

October 28, 20211 Comment(s)Last Comment: October 28, 2021

Michael Shillin, who was barred by Finra in 2020 and faces charges from the Securities and Exchange Commission, is now also facing decades in prison if convicted.

ABCs of Post-Retirement Healthcare: Are You Preparing Your Clients?

October 5, 2021No Comments

Planning early and knowing your options are paramount, advisors say.

Targeting Single Female Clients? Here Are Some Tips

September 16, 2021No Comments

Commonwealth Financial Network's Heather Zack says advisors should help single female clients become confident with their finances so they can take the next step.

$100M Practice Joins Cetera in New York

September 2, 2021No Comments

HD Financial Specialists wanted to affiliate with a firm that could handle its “specialized” client base.

Boring, but Beautiful: Big ETFs Keep Collecting Investor Cash

No Comments

Boring, but Beautiful: Big ETFs Keep Bringing in Investor Cash