Some clients are willing to take risks, others seek dependability over volatility. The March issue of Research helps advisors understand and present investment choices.

Milevsky: How to Make the Most of Your Clients' Living Benefits

• Should you add money to your VAs?
• Or should you turn on the income as soon as possible?
• The optimal solution may surprise you... Read More

New Research Challenges Assumptions About Risk Tolerance

Women are more risk averse than men, but it’s important to understand why these differences exist—since an overly conservative portfolio could be just as inappropriate as an overly risky one. Read More

Stocks: A Hard Sell?

What happens when the main thing advisors offer is no longer of interest to a public frightened by equities. Read More

Enjoy!

Gil Weinreich
Editor

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