Practice

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.

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.

Joseph Ellison claimed that while he was promised that he'd work at JP Morgan, he wound up getting old Bear Stearns.

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.

A Stifel advisor team that managed almost $200 million in assets has left the firm to join Raymond James & Associates.

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.

Cold calling prospects is a great strategy if you approach it the right way—calling lists are relatively easy to obtain and few other advisors are doing it.