Dealing with settlements and emotions is time-consuming yet rewarding
Joe Connell exiting after just a year at the brokerage; costs of LPL affiliation a factor
State court case dismissed three months after federal judge denied bid to recoup $33 million in charitable life insurance program for university's athletics department
Need to stand out from peers is paramount in capturing plan sponsor biz.
Permanent withdrawals and cash-outs cause most harm
High income inequality and relatively low happiness levels don't help, report finds.
Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.
Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.
Advisers now questioning value proposition for products
Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'