Insight Centers

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Retirement Planning with the Proceeds of a Business Sale

Help your business-owner client map a strategy that provides income and security in retirement.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

This study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

Help Clients Understand Tax Deferral

This client-friendly video explains the benefits of tax deferral, and describes the differences between a tax-deferred investment and one that is taxed each year. Sponsored...

Longevity Conversations: Why Start Now?

What does “life longevity” mean for your clients? Read more.

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.

7 Ways to Give High-Net-Worth Clients What They Need

Recruiting and keeping HNW clients involves a special set of skills and solutions. Here's what they tend to look for from advisors.

How to Navigate Risk in Client Relationships

Four scenarios can happen with clients that constitute risks to your firm. Here's what you can do to alleviate them.

Strategic Planning: Establishing a Model for Client Segmentation and Service

The ABSLN client segmentation method can help you develop the right services for the right clients and help your business grow.

Latest News

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

Humana, Cigna in Talks to Merge

A deal would give Cigna a much greater foothold in the fast-growing market for managing federal Medicare plans for older Americans.

Aretha Franklin’s Sons Awarded Late Singer’s Real Estate

They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.

The Wit and Wisdom of the Late Charlie Munger

Charlie Munger, Warren Buffett's deputy who helped transform Berkshire Hathaway into a conglomerate, will be remembered, in part, for comments like these.

Supreme Court to Hear Biden Appeal of Case Affecting Advisors, Others

Lower courts have decided the SEC’s power to seek penalties through in-house enforcement proceedings violates the U.S. Constitution. Another case pending against FINRA says it has too much power.