Practice

With rising life expectancies and reports of lackluster retirement savings, the risk is a growing concern for many Americans.

Understand the three levels of happiness and be ready to connect them with their financial-planning equivalents.

Being able to sell is still important, but in today's market it's just one of many skills that a bank advisor needs to thrive.

There are fresh messages about the value of annuities—but don't assume your clients are aware of them yet.

He didn't want to lose and didn't want to do what was necessary to win.

The president of Charitable Solutions LLC discusses how advisors can counsel clients about alternative ways to contribute to charities.

Our legal expert discusses when you must report a claim against you even if you didn't do anything wrong.

Active and automatic ways to keep your new prospect pipeline flowing all the time.

Trading on the New York Stock Exchange in the common stock of the parent company of American Airlines will be halted after next Wednesday.

The principle behind the annual gift tax exclusion is to shelter gifts commonly made on birthdays, holidays, weddings and other special occasions. However, many high-net-worth individuals may also utilize the annual gift tax exclusion as a strategy to mitigate the impact of future estate taxes.