Advisers Latest

New findings from Tiburon Strategic Advisors reveal some interesting facts about advisers’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

Financial advisers are so uncomfortable speaking about life insurance that more than half (56%) simply don’t do it, according to a recent survey by consultancy Saybrus Partners Inc.

More than 75% of health care incentives are so small or poorly communicated that they go unnoticed by providers. As a result, more than $20 billion in incentives may be wasted annually, according to a study.

At least one-third of surveyed full-time workers lack long-term disability insurance, according to a new report that sheds light on an opportunity for brokers. Employees need education to protect their financial wellbeing and to better understand the risks they face and how they can choose the right coverage through the workplace.

Following a pair of bear markets, advisers know the days of buy-and-hold investors with 60/40 portfolio allocations are over.

One of the most difficult hires for any agency to make is to hire a new producer that will produce on par with your most successful producers. While I’m not suggesting giving up on that effort, I would encourage you to make sure you are reviewing your current production team and constantly rehiring the successful producers you already have. Huh?! - Well, not necessarily in the literal sense …

The New York Department of Financial Services has issued a mandate requiring New York life insurers to search the U.S. Social Security Administration’s Death Master File every three months in order to find beneficiaries of the recently deceased who are unaware they are eligible for benefits.

The Obama administration forged ahead with health care reforms on Wednesday, announcing a November 16 deadline for state governments to submit proposals showing how they intend to operate health insurance exchanges in 2014.

Allstate Benefits and The Guardian Life Insurance Company of America announced an agreement on Tuesday to provide a PPO dental product. Allstate Benefits expects to begin offering DentalGuard, Guardian’s group PPO dental plan, to employers starting in July.

There’s no question that driving is getting safer. Collision avoidance and other safety features in automobiles are becoming more sophisticated and ubiquitous, having worked their way down from high-end luxury vehicles to family sedans and subcompacts. Now automated traffic law enforcement and telematics could further reduce fatalities and insured losses, and the promise of Google’s self-driving car could remove driver error as the primary cause of collisions and injuries.