Here are eight simple strategies for helping your clients get college costs down in a funky economy.

What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them. But you may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by en...

Clients seeking investment guarantees are increasingly turning to insurance products.

What do regional brokerages offer and whom do they attract?

With overall headcount in the IBD channel declining, big independent b/ds are offering more products and better services to attract advisors with bigger books and help their own reps grow faster.

A checklist that's not for the faint of heart.

Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.

To avoid looking foolish to a customer, the rep makes a terrible choice.