Wealth managers with family business owners for clients may want to prepare for some rough transitions ahead. A recent PricewaterhouseCoopers survey of more than 1,600 family-owned or managed businesses around the world found that 27 percent...

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Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. With variable universal life policies, the cash value is invested, typically in mutual funds.

Long-term care expenses pose one of the greatest risks your clients will face in retirement. And unless your clients are wealthy enough to self-insure against that risk, long-term care insurance (LTCI) is the best way to mitigate it. Trouble is...

Wealth managers should take advantage of the 2010 Tax Act while it lasts

Talent development is finally getting its day in the sun within banks’ wealth management departments, a development that many industry experts believe is long overdue.

Bankers need to flaunt their status as fiduciaries to battle expected competition from broker/dealers,

The U.S. economy is moving from recovery into expansion, and could grow 4 percent this year, according to David Kelly, chief market strategist of JP Morgan Funds, who struck an optimistic note as the keynote speaker of the American Bankers...

The Newport Beach, Calif.-based firm, which has approximately $4 billion in assets under management, made its first move towards expanding beyond California on Tuesday when it signed on Bruce Meyer, former managing director of Copperwynd Financial...