Should you add diamonds to your product mix?

Financial Planning News

Will the SEC create 'two kinds' of fiduciaries?

The debate still rages on about what Dodd-Frank told the SEC it could — or could not — do in writing a fiduciary rule for brokers. Read More

Workers misinformed about 401(k) contribution limits

Workers perceive a drop in the maximum amount they can defer from income taxes by contributing to a 401(k). Read More

Survey foresees advances among plan sponsors

Most plan providers are expected to offer a service that shows if employees are on course to a full-funded retirement. Read More

SEC investor advisory committee approves fiduciary, user-fee plans

Fiduciary recommendations sailed through Roper's committee, but user-fee plan drew concerns; White says both are 'very important.' Read More

Need more info on the latest in estate planning, income planning & wealth management? Visit the Life Planning Strategies section on LifeHealthPro.com for everything you need!

Euro equity income funds enjoy gains

European equity income funds under management reached €180 billion in August 2013, up from €150 billion in 2012. Read More

Offers From  
Positioning Clients For Rising Rates
Creating a stream of income doesn't have to mean settling for a low declared rate, or locking up your money in a rising rate environment.
Opinion
Life settlements: What makes a case?
By Robin S. Weinberger and Peter N. Katz

Not sure if your client should pursue a life settlement? Follow these rules of thumb. Read More

Industry's golden parachutes: Colossal but common
By Warren S. Hersch

Among the six companies within the Prudential Financial peer group, the distinction for highest executive severance benefits goes to Aflac CEO Daniel Amos. Read More

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30 Nov, 2013


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