Don’t let your personal presence scare away affluent prospects.

Gains on variable annuities are taxed at ordinary income rates on withdrawal. But there are options to limit the bleeding.

At the Morningstar Investment Conference in Chicago, a trio of fund managers make the case that there is still life left in dividend stocks, but they are getting harder to find.

These small acts for clients’ children and grandchildren can make a big difference.

Cold calling is out; networking is in. Here’s how to jump start a practice – from scratch.

Brazil, Russia, India, and China won’t likely lead the emerging markets in the years ahead. Instead, investors should look to smaller countries.

A growing number of employers are worried that their workers won’t be prepared to retire. For advisors who consult with workplace plans, the heat is on.

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Like everyone else, clients and prospects are increasingly viewing websites over mobile devices. Here’s how to make sure your mobile site doesn’t bring your brand to a standstill.