Life Planning & LTC

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  Your Client’s Brain: The Incredibly Changeable Brain

  By Olivia Mellan  |  March 4, 2013

  Dr. Daniel Siegel’s research rebuffs the notion that our brains are hard-wired from birth.

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  Top 25 Finance Company 401(k) Plans: BrightScope

  By Joyce Hanson, AdvisorOne  |  February 26, 2013

  To judge by the 401(k) plans that finance companies offer their employees, they’re doing a good job of doing unto themselves as they would have others do.

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  ING Launches Retirement Benchmarking Tool for Consumers

  By Danielle Andrus, AdvisorOne  |  February 25, 2013

  ING My Savings Score uses consumers’ age, salary and current retirement savings to determine the score, which is their savings as a multiple of their annual income.

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  No Country for Old People

  By John Sullivan, AdvisorOne  |  February 21, 2013

  New research from AARP and EBRI finds the nation’s retirees are not off base in their fears for the future.

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  Get Ready for Gender-Based Pricing on LTC Insurance

  By Melanie Waddell, AdvisorOne  |  February 20, 2013

  A new twist is coming to LTC insurance: gender-based pricing, and women can expect to pay 20% to 40% more for coverage than men, says Michael Kitces.

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  Goal-Based Wealth Management: Preparing Clients for Retirement

  By James Carney, ByAllAccounts  |  February 19, 2013

  We are in the midst of a sea change in wealth management, heralded by the rise of online advice tools that clients will use to complement their advisor relationships.

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  Less-Trusting Millennial Investors Pose Challenge to Advisors

  By Michael S. Fischer  |  February 6, 2013

  Millennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.

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  Insurance Trounces Retirement in Small-Business Benefit Offerings

  By Danielle Andrus, AdvisorOne  |  January 29, 2013

  A little over half of small businesses offer insurance or retirement benefits to their employees, according to research released Monday by LIMRA.

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  How Do You Plan for Clients When You Can’t Trust the CPI?

  By Bob Clark, AdvisorOne  |  January 23, 2013

  Peter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.

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  Storm Warning

  By Marlene Y. Satter, AdvisorOne  |  January 21, 2013

  Just a few days before Hurricane Sandy barreled up the East Coast, German reinsurance giant Munich Re issued a new report titled “Severe Weather in North America” revealing that weather disasters have hit North America far harder than they have the rest of the world.