Portfolio

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

Markets are rising, job satisfaction is high -- but stress levels are increasing for financial advisors.

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.

Every year we run the numbers to see how the top 10 list would change if the B-D networks aggregated their revenue numbers. This year we added another twist, looking at how the rankings would be affected if the new RCS network had in fact been put together before the end of the year.

On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015.

Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services.