Many of your retiring clients have two primary looming fears about the coming years: either they’ll outlive their money, or spend too little and die before they can enjoy their money...

Should your empty nester clients get life insurance? Perhaps--if they have a lot of personal and/or business liabilities or concerns about estate taxes.

You, the financial advisor, are a popular man (or woman) these days. Everybody wants your attention. After all, your ranks are growing, and financially, you do pretty well for yourself. Indeed, some media outlets seem to be copying Registered Rep...

Production and assets aren’t the only things that factor into wirehouse hiring decisions. Even if you all of your numbers look good, you might not get that 6-figure upfront bonus. Here’s why.

Whether you like it or not, you are the brand that defines how your practice is positioned. Everything about your practice is cumulative, the perception held by clients, referral alliance partners, affluent centers-of-influence, and your prospects.

Acquisition-minded United Capital Financial Partners is ramping up its deal-making. Today it announced it bought Dunn Hogerty Investment Consulting, an independent b/d that reports client assets of $500 million in Fort Collins, Colo. “We&...

Quickly finding what you need on IRS.gov

Investors believe everyone who provides financial advice is already a fiduciary, according to a survey released Wednesday by a group of investment adviser and consumer protection groups.