Practice

More financial firms in the retirement space are considering the lifetime value of consumers.

The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.

The IRS ruled last week that it will recognize same-sex couples even if they reside in a state that does not recognize their marriage, provided they were lawfully married in a state that does.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers--currently 55%, up from 43% in 2010--showing an increased focus on younger investors.

When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

The Treasury Department and the IRS have issued proposed regulations to implement the information reporting requirements for insurers and certain employers under the Affordable Care Act.

It’s extremely tax inefficient to pay off a mortgage using retirement funds

Citi Private Bank nabs talent from J.P. Morgan and Abbot Downing to serve the super wealthy in key markets.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.