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Vanessa De La Rosa
10 celebrities who made unfortunate estate planning decisions
Article posted by Vanessa De La Rosa
Many celebrities own large, diversified fortunes, have complicated family lives and are surrounded by acquaintances looking for some extra dough. The failure to create a properly drafted will and explicitly clear estate plan can cause a legal and emotional uproar when a celebrity passes away.
Kristen Beckman
25 wealthiest No. 1 NFL draft picks
Article posted by Kristen Beckman
This year's No. 1 draft pick could earn a rookie contract of about $25 million. How would you advise him about his new wealth?
Michael Markey
A closer look at Dave Ramsey’s crusade against credit
Article posted by Michael Markey
Does Ramsey want to help unwitting victims of credit card fraud, or does he have an ulterior motive?
Jeffrey Levine
What advisors need to know about the new fiduciary rule
Article posted by Jeffrey Levine
The fiduciary rule includes the Best Interest Contract Exemption. What is the BICE and how does it affect advisors?
Christopher P. Hill, RFC
10 things to know about reverse mortgages
Article posted by Christopher P. Hill
Reverse mortgages can provide cash that retirees can use for a variety of purposes.
Dan Berman
10 dumbest states for financial IQ: 2016
Article posted by Dan Berman
Financial literacy is poor in most states, but citizens of the worst 10 have a steep literacy hill to climb, WalletHub finds
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Nick Thornton
8 fiduciary rule FAQS for 401(k) plan advisors
Article posted by Nick Thornton
As the dust settles in the wake of the Department of Labor’s finalized fiduciary rule, the highest-level Employee Retirement Income Security Act experts are emerging to address core questions as to the rule’s impact on advisors to 401(k) sponsors.
Dunhill Insurance
5 questions to ask when building your brand
Article posted by Caroline Nicholas
You have been developing your brand since you went into business. Here are five steps to refine your brand.
Dan Berman
10 dumbest states for financial IQ: 2016
Article posted by Dan Berman
Financial literacy is poor in most states, but citizens of the worst 10 have a steep literacy hill to climb, WalletHub finds
Kristen Beckman
25 wealthiest No. 1 NFL draft picks
Article posted by Kristen Beckman
This year's No. 1 draft pick could earn a rookie contract of about $25 million. How would you advise him about his new wealth?
Carley Meiners
The future of life insurance, millennials and how advisors can better serve their female clients
Article posted by Carley Meiners
As part of our women in finance series, we spoke to Penn Mutual CEO Eileen McDonnell on how she got started in the industry, the role women play in the industry and how Penn Mutual is creatively bringing millennials into their practice.
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