If your practice includes people in their 20s or 30s, you know that cash-value life insurance products can be a tough sell. This type of insurance can be difficult to explain, and many younger clients don’t see a need for life insurance in...
The record keeping industry’s competitive challenges are well known: Lower fees, increasing regulatory requirements and higher technology costs are frequently cited. One result from these pressures is consolidation, and it’s estimated...
(Bloomberg) -- Warren Buffett had $1.4 billion wiped from his fortune Tuesday after Wells Fargo & Co. fell 3.3 percent as the fallout continued from revelations that bank employees had opened more than 2 million accounts without clients...
The next generation. Copyright Evan Agostini, Getty Images
Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...
