Bruce W. Fraser

Help clients avoid costly mistakes when enrolling in these essential programs.

For starters, the full retirement age will increase for those born in 1955.

Studies have found that as many as 25% of records contain errors that can reduce benefits.

How some firms bypass traditional methods and offer points and rewards programs.

Best ways to bring two firms — and distinct cultures — together.

Best ways to bring two firms — and distinct cultures — together.

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

Advisers share how they dealt with various aspects of transitioning.

Clients and advisers must work closely together to secure a client’s golden years.

Cheap and fun choices abound for those who are counting their pennies.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Here are 4 steps to take to set yourself — and your firm — apart.

Here are 4 steps to take to set yourself — and your firm — apart.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

This method allows advisers to focus on market data evidence and academic research.

Modifying popular claiming strategies opens up new client opportunities.