Practice

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

RIAs follow the money. Here are the states with the most RIA firms.

The problem with traditional goal setting is that it's not terribly inspirational. Here's a better approach.

The advisor was with Raymond James for five years without any customer complaints noted by FINRA.

Clients may consider reducing the amount they set aside in their 401(k) plans and invest the money in real estate, according to financial planner; Plus, how women can generate income for life.

Nicholas Schorsch has resigned from RCS Capital, New York REIT and 11 other non-traded real estate investment trusts and direct investment programs sponsored by AR Capital.

Pershing's failures "exposed customer funds and securities to risk," according to FINRA.