Practice

They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs, according to a new report by the Insured Retirement Institute.

It’s no secret that client referrals are essential to an advisor’s growth. The hard part is implementing an effective strategy. Here's what financial advisors need to know to supercharge their referral business.

Left Coast Solutions has developed iJoin, an application for Smartphones and other mobile devices that helps investors determine how much they need to save for retirement to replace their monthly income.

A Financial Industry Regulatory Authority arbitration panel has ordered Wedbush Inc. and one of its former brokers to pay $2.9 million in damages and fees to an elderly investor who allegedly fell victim to a faulty investment scheme.

Bank regulators have long kept state officials at arm's length. But the Consumer Financial Protection Bureau is forging close relationships with state attorneys general to enforce consumer banking laws.

The legislation may be a hit or miss, depending on whom you ask. What's good in this mixed bag for advisors and what should they be mindful of?

The baby boomers who are about to retire get most of the attention—but their younger bretheren are still in their forties and have very different financial needs.

There are so many career options today that it can be overwhelming—and far fewer sources of credible information.

For love or money, art as an alternative investment can enhance your clients' portfolios.

Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners.