Samantha Allen

Here's a snapshot of the best ideas to come out of this year's conference.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

LPL Financial says the pace of new advisors affiliating with the firm has slowed from the levels of late 2013 "in part due to disruptive weather."

Female clients would rather work with female advisors. Is that because advisors aren't doing a good enough job serving all clients?

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

With the close of September we've compiled the most popular stories from the month. Check out the top five.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.

Planners have readily adapted to the changing needs of their clients since the recession. Yet they need to engage clients in even more personal, meaningful conversations.

Self-Insuring for Long-Term Care

Aging retirees are posing new challenges for the planners who council them.

The firm has expanded in Texas with the addition of a team of three former Merrill Lynch advisors.

Dealing With Cognitively Impaired Clients