After the volatility of 2011, forecasting has become a dicey business. A panel of experts at Prudential’s 2012 Global Economic and Retirement Outlook briefing today in Manhattan offered some tentative reasons to believe that better days are ahead...

CLEVELAND, OH, January 4, 2012 –Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is pleased to announce a major expansion due to a merger with The Professional Advisor Group, a wealth management firm headquartered in Bloomfield...

San Francisco—“We’ve been talking about making changes in how we manage our practice, but we never seem to execute,” said Jim, the leader of a very successful wealth management team. He then laid out a challenge to his team: “We need to make three...

...

LPL Financial (Nasdaq: LPLA) has announced plans to acquire Rockville, Md.-based wealth management platform provider Fortigent, a move which executives and industry consultants say shows LPL’s commitment to the RIA space. Fortigent provides...

As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events of 2011 may portend another year of uncertainty. But, when it comes to estate and financial...

Life insurance is a confusing topic in and of itself. Start a conversation about life insurance at your next cocktail party and see what happens. The subject is guaranteed to cause eyes to glaze over, even among many professionals. To rid some of...

Long-term care (LTC) and how we pay for it continue to be major issues for Americans and our federal, state and local governments. Congress attempted to address these issues with the Community Living Assistance Services (CLASS) Act, which...