You don't have to be supersized to be profitable

You can find more opportunities - and affluent clients - by focusing on your goals

Reps say their clients don't want insurance but their clients say they do. If you want to hold onto these clients, you might want to consider their insurance needs more carefully

Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing

Postponing Social Security payments is often a smart idea that leads to a healthier retirement

Every brokerage firm is courting wealthy clients, and many of them say that serving the wealthy is what they do best. So just how are these firms doing? A new study based on high-net-worth customer opinions reveals a surprising mix of success and...

Ten years ago, Barbara Reeb was 59 years old and ready to retire into a life of comfort and leisure or so she thought.

Families with special needs children can become your best clients

UBS is doing all it can to hold onto as many of the newly acquired Cleveland-based McDonald Investments advisors as possible beginning with a retention package that will be hard to refuse.

Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.