With So Many Tech Choices, What's an Advisor to Do?
By Philipp HeckerMichael Kitces' Financial AdvisorTech Solutions Map has broadened to 550 offerings in 36 categories. Many advisors feel lost.
3 Ways to Solve a Retiree's Top Fear
April 16, 2025
Nationwide Names Financial Services Marketing HeadKristi Martin Rodriguez will use the company's marketing budget to mold what U.S. consumers think about retirement.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
April 14, 2025
Clients Won't Admit It, but Here's What They Need From AdvisorsThe pain of market turmoil becomes real when clients receive their account statements.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.
March 31, 2025
Run Your Business Using the 'Dental' ModelOne way to add hours to the day is to make an assistant your financial hygienist.
Commentary