Practice

Personal experience has prompted one Ameriprise advisor and his team to build an unexpected niche.

State regulators may frown on discounting fees, if you are tying them to activity level.

Here's how to turn inactive clients into productive ones.

More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.

Profitability has become a serious challenge for independent broker-dealer firms, according to a survey by Cerulli.

The implementation of the Economic Growth and Tax Relief Reconciliation Act of 2001 started the process of "decoupling" between the Federal estate tax and various states. As the years moved forward, many states retained a $1 million estate tax exemption amount, decoupling their exemption from the Federal amount that has ultimately risen to its current $5 million level. However, the reality is that a second decoupling just occurred in 2011, and as a result, a new state estate tax planning "loophole" has opened up, creating a planning opportunity for many clients, but only until the states close the loophole.

On April 30, 2012, Prudential Annuity has unveiled two new asset allocation portfolios and two new sub-advisors.

On April 30, MME learned that DST is revamping its sales and marketing units.

Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.

The community, called Connect: Professional Women’s Network, will provide content and news on topics including finding success, creating new businesses and balancing work and life. The group is aimed at helping female professionals connect with other female professionals.