Practice

Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance.

Advisors who listen attentively build better connections with clients.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.

Planners need another skill set to help their clients cope with major life events.

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

The government aims to reduce the "magnitude of the injury" to clients from conflicted advice, Timothy Hauser, the official who chaired the hearings on Capitol Hill, tells Financial Planning.

The new recruits joined the firm's employee and independent channels.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

A "cautionary" note on the third day of hearings after DoL officials quiz industry attorney in the slippery task of trying to ascertain details of common commission sales.