Wealth Think

Advisors need to consider a Net Unrealized Appreciation calculation, according to C. James Johnson, a presenter of retirement planning and tax strategies for Allianz Life Financial Services.

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need for long-term healthcare for you and/or your spouse.

What makes a $1 billion regional firm tick? In the case of Modera Wealth Management, stick to the legacy firms’ philosophies.

As we enter the heart of fourth quarter earnings season, coupled with a growing consensus in the marketplace that 2011 may finally be a better year for stocks, many advisors should expect a discussion about equities to take the forefront in client conversations.

The SEC study is only the first step in the path to a uniform fiduciary standard.

There seems to be a lot of "energy" (and sometimes anger) around the idea that some people provide full-service financial planning and some people call themselves planners while actually selling products or managing assets for a living.

The herd is moving in one direction again, and I’m getting offers from experts to talk about the joyous event.

There’s a buyer for you out there. Here’s what you need to consider for 2011.

Advisor David Armstrong combines technology, legal oversight and common sense to make the most of online communication tools.

Is this really no big deal for bank advisors?