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Wealth managers with family business owners for clients may want to prepare for some rough transitions ahead. A recent PricewaterhouseCoopers survey of more than 1,600 family-owned or managed businesses around the world found that 27 percent...
Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. With variable universal life policies, the cash value is invested, typically in mutual funds.
Long-term care expenses pose one of the greatest risks your clients will face in retirement. And unless your clients are wealthy enough to self-insure against that risk, long-term care insurance (LTCI) is the best way to mitigate it. Trouble is...
Talent development is finally getting its day in the sun within banks’ wealth management departments, a development that many industry experts believe is long overdue.
The U.S. economy is moving from recovery into expansion, and could grow 4 percent this year, according to David Kelly, chief market strategist of JP Morgan Funds, who struck an optimistic note as the keynote speaker of the American Bankers...
