Practice

Many people don't need life insurance once they retire, but here are five types of clients who may want to keep their policies.

The Fed’s quarter-point rate increase is proving a boon to custody banks.

Humans have the tendency to lie in some fashion more frequently than we may like to admit, a behavioral scientist told IMCA conference attendees.

When it comes to choosing the best place to live, retiree clients have different priorities. Here are a few issues to consider.

Clients will want to know how much money they can spend each year during retirement. Here are five withdrawal strategies to consider.

Many of your clients will need to work past retirement age — but some of them don't see it that way. Here are five ways to change their minds.

The advisor was banished for refusing to cooperate with a FINRA investigation into wire activity in the advisor's bank account.

Your clients want to know if they'll have enough money in retirement. The answer, of course, depends on how long they can expect to live.

Retirement savers are advised to consolidate their old 401(k) plans to manage the money more easily and avoid administrative expenses; plus, why Social Security is a women's issue.

Firms' cyber defenses are in SEC's crosshairs, and the commission is looking to tap an outside group to help police the RIA sector.