Portfolio

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

More than 1,800 IMCA members attended the association's 30th annual conference in Las Vegas this week. Here are some of the takeaways from the four-day event.

As new state regulations loom, experts caution that examiners already expect advisors to have a business continuity and succession plan in place.

Employee volunteer programs obviously benefit the community. What is often overlooked is how such programs can increase employee loyalty and engagement, ultimately helping your business.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

New products, under the broad label of liquid alternatives, bring a value proposition of greater opportunities for diversification coming from sources that are largely uncorrelated to the equity and fixed income market, at least by historical measures.