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RIAs have long avoided variable annuities like they were bad breath. But LPL Financial (NASDAQ: LPLA), among others, is trying to change that with its new fee-based variable annuity platform. The insurance carriers on the new LPL platform (and...
The Internal Revenue Service’s latest amnesty offer for Americans with undeclared income from offshore accounts should serve as a reminder to wealth managers that some of their clients may owe money to the IRS and not realize it.
It’s getting easier for clients with pre-existing medical conditions to get life insurance coverage today. Even those with cancer, heart disease and diabetes can qualify for “impaired risk,” or substandard-rated coverage. That&...
Three out of four wealthy women are looking or thinking of looking for a better financial advisor, said Susan Hirshman, a former advisor and author, who spoke at the Investment Management Consultants Association’s conference in New York Monday.
Relationships with clients and the experience clients have with financial advisors and their companies have, of course, always been critical to success in wealth management. But since the financial crisis, firms have been ramping up their focus on...
