Here are a couple of useful resources that advisors should be aware of that can both help your clients and their families avoid sticky end-of-life situations, keep you in the estate planning loop and, potentially, act as nice value adds as well.
A federal district court judge ruled that the U.S. Department of Education can base its determination as to whether a student attending a for-profit college or vocational school is eligible for financial aid on past graduates' abilities to pay off their debts.
By linking the updating of an estate plan to certain inevitable life milestones (both positive and negative), advisors can ensure that their clients recognize the importance of keeping things up to date.
Advisors assemble! With "Avengers 2: Age of Ultron" cleaning up at the box office, we felt it was an appropriate time to point out that superheroes aren't the only ones who can benefit greatly from teaming up.
Investors face continued volatility in the remainder of 2015—but there’s an upside too. In this mid-year outlook, the experts at Janus Capital Group share investment insights and strategies to help you navigate the months ahead....More
Our research research shows that two screens have helped achieve better outcomes – low expenses and high manager ownership. Funds sharing these two characteristics have tended to outpace market indexes and the broader universe of active managers over time....More
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More