In certain jurisdictions, an aggressive defense may be best.

Wealth management was supposed to be a steady source of income, so this dropoff in revenues is a taste of reality.

Microsoft Corp. co-founder Bill Gates, once the world’s richest person, has again eclipsed the $100 billion threshold, joining Amazon.com Inc.’s Jeff Bezos in the exclusive club.

The result is enhanced investor, employee and customer engagement.

Real estate is now the only game in town.

The annuity allows for advisors to charge their fees, up to 1.5 percent annual average contract value, without impacting any applicable living benefit or death benefit bases.

Parents shouldn’t think too far ahead when it comes to their kids’ educations.

A new way of looking at ownership to assist advisors working with family businesses.