Benjamin Franklin once said, “It takes many good deeds to build a good reputation, and only one bad one to lose it.” ...

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Free booze, five-star food and exotic locales: It’s no wonder some brokers are wistful for the annual conferences of old. The days of wine and roses are no more, but that doesn’t mean conferences have to be boring. With the right mix...

Fort Lauderdale: "You make it sound easy," moaned Bill. "When asked, I should be able to easily tell someone what I do, especially an affluent prospect. Heck, I've been through all the training and I’m on a big team." Bill was reacting to one of...

Lincoln Investment Planning, an independent broker/dealer in Philadelphia, announced it will acquire independent broker-dealer Capital Analysts from insurance firm Western & Southern Financial Group. The move will add some 250 advisors to...

Changes to Mac hardware and software of interest to trusts & estates professionals