Dave Lindorff

Advisors should include Social Security benefits not just in income calculations, but as an integral part of the bond/annuity portion of clients' portfolios.

Whether a true believer or agnostic, your clients' politics could be worth a fortune.

The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.

The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.

Dustin Hellams' job as a credit union advisor on an Air Force base gives him a full gamut of clients—from 19-year-old "kids" away from home for the first time to retirees.

"Clients balk at giving even a close relative a POA that is immediately effective, (but) really, if you are going to trust someone with your finances when you’re incapacitated, you should be able to trust them when you know what’s going on."

State securities officials are drafting a model rule that would provide advisors cover if they delayed a transaction when they suspected the client was the victim of exploitation.

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face.

Advisors are "not going to be effective with clients if you aren't giving your own time, energy and money to some philanthropic endeavor," says Dodee Crockett.

Citi Private Wealth advisor Bernard Reina used to be reluctant to join a team, but after his hand was forced he's now a major advocate.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

James C. Cox was working for Edward Jones when he allegedly bilked a "vulnerable developmentally impaired” female client.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken.

Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients don’t have any pure Canadian investment assets in your portfolios. You might want to reconsider.

Advisor and former U.S. Air Force pilot Wayne Edwards discusses how to survive a bank failure. And how flying still helps him as an advisor.