In many cases, advisors have to deal with a significant lack of continuity with their broker-dealers and the ongoing trend of mergers and acquisitions.
The Department of Labor’s fiduciary rule, evolving needs of consumers, and the digital revolution are among the challenges that will bring about massive changes to the retirement planning market and the way advisors serve their clients. This...
The United Kingdom's decision to leave the European Union caught the markets by surprise, setting off a new wave of volatility. Markets have since rebounded and soared to new heights, leaving many clients confused and asking questions. The fall...
Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life."
Discover little-known wealth building opportunities that appeal to high-net-worth prospects who don't seem interested in the "same old" products — and that pay big commissions. The guide features products with Immediate monthly interest payments...
"File and suspend" and "file and restrict," two popular strategies used by married couples to maximize their Social Security benefits, will soon come to an end. Retirement planning experts discuss changes to these filing strategies, what advisors...
