Donald Jay Korn

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

Keith Rowling rejoined this elite group for a second year in a row.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

IRA owners who aren’t sure how heirs will handle the money could name a trust as beneficiary.

Doubling revenue within three years can mean taking chances — but that doesn't faze Christopher D. Davidson, a man who jumps out of perfectly good airplanes just for fun.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

Peter Danilaitis worked at Home Depot almost a dozen years ago. Building on that experience, he's become one of the top leaders in wealth management.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

An indirect connection to equities has helped FIAs weather this year’s market volatility.