For the past decade, insurance companies have gone back and forth about whether owning independent b/ds makes sense.

Newly minted advisors, fresh out of training program, more often fail than succeed. Add a credit crisis, a market crash and a recession to the mix, and most green FAs quit before year one is up. Here's a handful who are bucking the odds.

CEO, AIG Advisor Group.

Christopher S. Sargent and Pamela Bolanis didn’t take the decision to commit lightly. Indeed, they held countless discussions over a period of two years before forming a financial advisory team together

The wealthy suffer financial setbacks in unique ways. Here's a prescription for protecting yourself in the future.

If you want to win or keep the trust of your clients, you need to demonstrate to them that you have a solid base of knowledge about the changing investment environment.

Starting next year, a lot more people will be eligible to rollover IRAs into Roths. But your clients don't know a whole lot about it. Do you?

If you advise on retirement plans, you'd better understand ERISA. Because of a Supreme Court ruling, it's easier for disgruntled clients to sue.