Choosing the right software to interact with clients in compelling ways is increasingly important, writes John Michel, CEO of CircleBlack. Many choices are available, but Michel writes that advisers must ask some key questions first: “Who are your clients? What do these clients value? And what is the purpose of…
Retirement expert Wade Pfau argues income annuities make more sense in a retirement portfolio than bond funds because of their lifetime income features. “The income annuity supports a higher spending rate and a license to spend more from the outset of retirement,” he writes. ValueWalk (8/4)
Clients can pay for life insurance by shifting money from other investments, writes certified public accountant Ed Slott. Sources can include individual retirement accounts, taxable investments and “deadwood” assets, he writes. National Underwriter Life & Health (8/3)
Marvin Feldman and Matt Derrick of Life Happens join us for Power Session LIVE by NAIFA ClientCast. Join us for an interactive webinar to discuss best tools and practices to help clients plan for the unexpected and protect their loved ones. To receive your invitation to join, register for NAIFA…
Third-party tech vendors that work on client portfolios are now common in the financial advisory industry. But firms need to be aware that third parties can also introduce security risks. Advisers should take precautions to keep sensitive client information beyond the reach of hackers, Alessandra Malito writes. InvestmentNews (free registration)…
Products that combine life and long-term-care insurance sometimes do not contain the strongest coverage on either side of the equation, but can be helpful in protecting clients who refuse to purchase coverage otherwise, writes Dan Moisand of Moisand Fitzgerald Tamayo. MarketWatch (7/31
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