Preparing for succession is a nerve-wracking endeavor for many planners. Creating a peer review survey for everyone in your office will make the job easier.

Advisors need to understand what could happen if FINRA becomes their regulator.

As you look back at how your business has fared this year and envision ways to continue to improve it, here are a few pointers to keep in mind.

Empathy, gratitude and the desire to make a difference drive philanthropy.

Equity-income funds provide a buffer against extreme market volatility.

To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.

Planners aren't as enthusiastic as some of their clients are about gold and silver.

New cost basis reporting rules are particularly challenging. Here's how to turn them into an opportunity for your practice.

Lots of older clients are surprised to find themselves starting new careers. Here's a road map planners can use to help them.

Variable annuity assets under management hit a new high in June, with a double-digit increase likely.

Learning from listening to the readers who took part in our annual tech survey

Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.

At his boutique firm, Marc Henn helps business owners and corporate executives manage risk.

The national trade group is stepping up its advocacy efforts.

Since 1977, the Gateway Fund has tried to shield investors from the bear market's bite. Here's how.

At free clinics, Americans learn the planning process.

Non-traditional asset classes could bolster defined contribution plan performance in these volatile times.