Practice

Significantly altered results now appear when users search for fee-only advisors.

A new report gives added ammunition to the champions of passive investing.

How do Americans stack up with the rest of the world in terms of their retirement readiness? Not that well, according to a new report from HSBC.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court’s decision striking down the Defense of Marriage Act.

Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.

Nearly one in five working-age Americans (18%) believe they will never be able to retire, more than the 12% who said so globally.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

An ex-Merrill Lynch advisor and his client face federal charges after allegedly setting up a network of offshore accounts to conceal an insider trading scheme.

The CFP Board extended a broad amnesty to hundreds of advisors who had been breaking its rules by calling themselves fee-only on the board’s website. The surprise move prompted calls for the board to reconsider and possibly rescind recent sanctions of other CFP holders for similar transgressions.