On Medicaid-Compliant Annuities, How to Stay Within the Lines
By Robert Bloink, William H. ByrnesWhen a married client requires long-term care, the healthy spouse will worry how to pay for that care and her own living expenses.
Maybe HIPAA Protected You From WannaCry
May 16, 2017
Google's AI Brains Need to Work on Their Bedside MannerOther countries may have to come up with their own versions of the U.S. health data privacy and security rules.
May 16, 2017
Jamie Green: The Right Man at the Right TimeThe former editor never lost sight of the real goal: providing information to help independent financial advisors better serve and care for clients.
May 16, 2017
Continuity Planning: The Missing Link in Most Succession PlansWhile the industrywide lack of succession planning has been largely addressed, I find todays plans often fail to address an equally serious problem for clients.
May 16, 2017
When Advisors Become Technology DevelopersListening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need, says SS&C Advent's Dave Welling.
May 16, 2017
Someone is out to get you. Count on it.Sometimes, you need to think positive. Sometimes, you need to get real.
May 16, 2017
Rich Retirees Are Hoarding Cash Out of FearUnited Income says typical Americans in their 80s are dying with too much money.
May 15, 2017
5 Traits of a Nondisruptable AdvisorA robo-advisor can design a portfolio. You can make a community better.
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