Practice

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

A new chapter of estate planning begins after a client passes on.

Depending on who you talk to, early August will either be a colossal financial disaster, or just another week of good beach weather. It comes down to whether you think that Congress will reach some sort of deal to raise the national debt limit.

The solution may lie in a three-step approach: segmenting your client base, defining your service standards for each segment, and then settling the appropriate client expectations.

Knowing your personality, and your client's, is a start but it's not enough—you also need to know the chemistry.

Cautious investors, looking to boost returns should consider sectors representing different economic cycles.

A five-pronged approach for college savings plan success.

Regulator changes exam process to spend more time at branches.

Saving for retirement is just the tip of the iceberg for your clients. Planning for living a longer life is another thing altogether.

What do you tell the 55-year-old who's burned out but looking at another 15 to 20 years of work?