Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that role. Several successful consulting firms shared insights on how they do it...
(Bloomberg) -- With the future of Social Security in question and a dangerous shortfall in many Americans' savings, five states are testing out bold and controversial legislation to get people to put away more for retirement. The new laws...
Chances are that several of your retirement-age clients are considering some significant home remodeling work in the near future. When they do, they are likely to consult with you about finding the money to pay for it...
