Practice

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.

Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.

Legacy expert attorneys Danielle and Andy Mayoras say planners with clients whose families are involved in this type of legal struggle over an elderly parent should keep in mind that there are two sides (at least) to every story, and allegations of a parent’s care or finances being compromised are not always easy to prove.

Financial services firms admitted that they invited negative public perception by their actions, or inactions, according to the 2012 Makovsky Wall Street Reputation Study.

Pentegra Retirement Services has hired Pete Swisher to serve as senior vice president for national sales.

iShares has filed paperwork with the Securities and Exchange Commission to launch a frontier market exchange-traded fund.

John Hancock Financial Services has launched a television campaign, titled “You Are Not Alone,” that Hancock’s chief marketing officer, David Longfritz, says taps into the frustrations, as well as the resilience, of American investors now.

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.

Former SunAmerica executive Frank Hayn will support existing retirement plan business and will help NPH representatives grow their practices in the retirement plan and 401(k) space.

The costs of fraud include direct monetary loss, fines from regulators and lost potential customers. Then social media amplify the hit to a firm's reputation, according to Progress Software's deputy CTO.