Practice

If your partnership agreement includes a mandatory retirement age, now might be the time to reassess.

Now is the time to bone up on your firm's anti-money laundering policies and learn how to spot the funny money.

Robert J. Ellis, an assistant professor of finance and international business at Ithaca College, discusses why he believes his undergraduate course could change the wealth management demographic.

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.

Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares.

A run-down of the stories in this issue, which includes discussions of the new crop of metrics that will influence your clients' retirement portfolios and the challenges of traditional long-term care insurance.

Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.

Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?

How are you preparing clients for the cost of possibly living into their 80s, 90s or 100s?

As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.