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.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

A PR firm could get your name in front of the right people, but here are some things to consider first.

A PR firm could get your name in front of the right people, but here are some things to consider first.

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.