Dave Lindorff

The past five years have been difficult for many advisors, but it was also a time of opportunity, according to Michael Gatewood of UBS Wealth Management.

Zinder notes that there are 200,000 financial advisors, but that only about 1,000 or so are producing $1 million a year. What are they doing that you’re not?

The index maven at Standard & Poor’s shies away from predictions, but expects one of two scenarios: one optimistic and the other pessimistic. And he likes index funds.

Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.

Are you steadfastly relying on the estimates provided by Social Security? Are you 59 years old and about to get married for the second time? There is a lot of misunderstanding about Social Security, but today's tips could help clients down the road.

Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.

Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.

Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.

Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?

Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s the second part of his story.

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story.

Some $152 billion left the equity markets last year. About $90 billion went into bonds and bond funds. That means $60 billion appears to have left financial markets altogether—that’s a lot of potential for bank advisors .

Financial advisors in the bank channel often talk about “leveraging” their branch’s tellers and lenders to build their client books. But it’s the rare bank investment program that effectively ends up partnering with other bank units. Kim Burdick, senior vice president and group executive for community banking at Fremont Bank in Fremont, Calif., thinks he knows the reason. …

“The banking space is definitely going to get smaller,” predicts Robert Bolton, president of Rochester, NY-based Iron Bay Capital, which runs a long-short fund that invests exclusively in financial institution stocks.

Even if a deal is negotiated to avoid the so-called fiscal cliff, there are concerns on how the solution will affect clients’ portfolios.

Women describe themselves as more conservative investors who favor socially and environmentally responsible investments

An analysis by Spectrem Group found that 41% of wealthy investors surveyed said they relied primarily on their own research and analysis, while another 40% said they relied primarily on a trusted financial advisor.

The reduction in pension and health care benefits for public sector employees in Florida has led to a rush by people nearing retirement age to opt out early.

A lifelong athlete and a fan of the Minnesota Vikings, David Arndt had become an advisor. His "crazy" plan was to get a job where the Vikings did their banking — and it worked.

Advisors may want to take steps now to protect their clients’ portfolio’s from a "contagion" should the Greek government default, because, as Ken Volpert, head of Vanguard's Taxable bond Group sees it, default by Greece is a development that appears to be more and more likely by the day.