Practice

FIAs typically are deferred annuities, falling into the fixed rather than the variable category. However, investors' returns aren't fixed.

The moves represent another blow to Barclays, which lost five advisors in advance of a pending deal to sell its U.S. wealth management operations to Stifel.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

People just want to spend their money. Show them how to do it better without making it feel like accounting. That's all consumers really want out of PFM, says the president of mobile banking service Moven.

A FINRA arbitration panel ordered BNP Paribas Securities to compensate the couple for the losses they suffered as a result of an unsuitable security the firm sold them.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Not only are 403(b) retirement plans diversified, but the average cost of offering them decreased slightly from 2009 to 2012.

Various calculations typically put the break-even point in the late 70s or early 80s. Given the math, when should people wait until age 70?

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.