Financial Planning

Advisor Upside

Annuity Sales Just Keep Breaking Records

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Annuity sales hit nearly $124 billion in the second quarter, according to industry trade group LIMRA.

2 min read

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Advisor Upside

The Great Wealth Transfer May Become the Great Alts Boom

The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

2 min read
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Advisor Upside

Get Used to Not Being Your Clients’ Only Wealth Manager

As clients continue to adopt a more branched model of managing their finances, it might be something advisors just have to accept.

2 min read
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Advisor Upside

Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

The projection is up 7.5% from last year, and marks the largest annual jump in more than a decade, according to a new Fidelity study.

2 min read

Advisor Upside

How Advisors Can Help Couples Confront Their Financial Skeletons in the Closet

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Financial secrecy is an issue advisors must help some clients navigate and it takes a non-judgmental approach.

1 min read

Advisor Upside

Live Fast and Leave Nothing Behind: Could Modern Medicine Dampen the Great Wealth Transfer?

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People are not only living longer but healthier, possibly depleting any inheritance they planned to leave for their heirs.

2 min read

Advisor Upside

Secondary Market for Life Insurance Merits Second Look From Advisors

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About 3,000 life insurance policies are settled annually in the US, but that number could increase 10-fold.

2 min read

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