<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=913546378717206&amp;ev=PageView&amp;noscript=1">
Sort by category
Insurance

Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we...

Read More

6 Factors Affecting Actual Retirement Age

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

Read More
Financial Planning

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from...

Read More
Philanthropy

10 Rules of Survival When Working With a Team and Planning a Client’s Legacy

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you...

Read More
Financial Planning, Insurance

The Importance of End-of-Life Planning

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...

Read More
Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

Read More
Retirement

Study: Americans Lack Annuity Knowledge

While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for...

Read More
The College

The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

The man who...

Read More
Financial Planning, The College

The Value of Designations: The Client's Perspective

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

A 2018 study, The...

Read More