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Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.
September 1 -
Midwest city has its credit outlook raised because of the city’s work to shore up its retirement system and avert insolvency for the pensions that don’t have enough money to pay the benefits promised.
September 1 -
Fewer Americans than expected filed applications for unemployment benefits, further evidence of a healthy labor market.
September 1 -
The product is designed to improve broker experience through easier implementation, the company’s Mike Zarrillo says.
September 1 -
The documents are far too general and often confusing, says Unified Trust Company’s Lee Topley.
September 1 -
The senior wellness consultant at EPIC shows clients that it’s about much more than lip service.
September 1 -
"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.
August 31 -
Advisers can reduce stress for all involved through quick actions such as quarterly check-ins, says STRIVE Benefits' Saravanan Chettiar.
August 31
STRIVE Benefits -
It’s not the presidential candidates who can have an impact on the consequences of health reform, but rather those on lower tickets, says adviser Vinnie Daboul.
August 31
Sage Benefit Advisers -
Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.
August 31 -
Many American couples don’t share even basic financial details of their retirement savings account, beyond the fact that they have one, new survey finds.
August 31 -
Change likely due to ACA, United Benefit Advisors research finds.
August 31 -
Former law enforcement officer Joe Alfonsi leads his firm, TriBen Insurance Solutions, to triple-digit growth in worksite.
August 31 -
Although it won’t be disclosed until fall, maximum contribution is expected to increase by $50 and employers should know the change is coming.
August 31 -
Many people have the misconception that Social Security will become insolvent over the next 20 years.
August 30 -
Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.
August 30
Universal Health Advisors -
Advisers with this client base should take note of this ‘significant challenge’ as salary threshold for exempt employees grows.
August 30
Lockton -
An adviser needs to be fully aware of features of the ACA that can “help or hurt” a client, explains Alan Schulman, VP of The Meltzer Group.
August 30 -
Therapies such as applied behavioral analytics are now provided in more programs, such as JPMorgan Chase’s offering.
August 30 -
Sean Clem has a laser focus on client’s strategic goals so issues don’t become challenges.
August 30


















