Resources

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by...

It happens all the time…clients walk in and, through a fact-finding exercise or just in...

Advisors have bigger problems on their hands at the end of this year than the...

Advisors will often say their clients are "self-insured." But because insurance is, by definition, the...

The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide...

At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the...

As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every...