Portfolio

The program pairs newer women advisors with more experienced ones

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Former Bank of America Chairman Kenneth Lewis agreed to a three-year ban on serving as a public company's officer or director and to pay $10 million to settle claims by New York's attorney general that he misled investors about the bank's 2009 purchase of Merrill Lynch.

New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.

As they prepare for retirement, senior advisors can help young planners become competent and confident financial advisors.

A business can't have value without having profits. Understand how to calculate existing profits - and then make a plan to increase them.

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Often overlooked, advisors need to help their clients keep records of their digital assets.

The Insured Retirement Institute is planning the launch of an advisor council this spring.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'