How can you protect your clients, and other investors, against unscrupulous fund managers and investment advisers?

As the market for single premium immediate and deferred income annuities heats up, a calculation you can use to compare competing products and estimate embedded costs is called the Moneys Worth Ratio.

The key to overcoming survivorship bias is enrolling vast numbers of people (both sick and healthy) in these products.

Do Global Investment Performance Standards tell you the whole story, or even an accurate one, about the track record of an RIA who manages separate accounts? Not always.

What do 18-year-old college students need to know to qualify for tens of thousands of dollars in student loans?

Fortunately, an alternative to VA living benefit riders has come on the scene, and it has two advantages you may not have considered.

For pension funds, an unrealistically high assumption means they can contribute less each year than they will need to meet future pension obligations.

Most business continuity plans have anticipated an emergency similar to Hurricane Katrina or Hurricane Sandy. However, pandemics require a different kind of planning.