Bruce W. Fraser

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

When advisors get creative, overlooked assets can yield tax savings and unexpected cash.

Hiring the wrong person can seriously damage your firm. Here’s what to avoid.