Practice

After making all the right moves to prepare for retirement, high-net-worth individuals could still dilute their quality of life if they skip buying inflation-indexed annuities with their retirement assets, according to a study released by the National Retirement Risk Index at the Center for Retirement Research at Boston College.

Cash management is one of the strongest growth areas for Bank of America Merrill Lynch’s advisers, Sallie Krawcheck, president of Bank of America Global Wealth and Investment Management, said during a conference call Thursday.

Phantom stock unit plans may be the answer for principals who want to retain key advisors without losing control of the business.

BofA Merrill Lynch advisors amass $244 billion in cash deposits as clients try to circle their financial wagons.

Insight from the first day of Charles Schwab's annual conference in Boston sheds light on simple but effecting ways to grow your business.

The Securities and Exchange Commission has postponed the municipal securities field hearing it planned to hold in Chicago on Nov. 16.

The Securities and Exchange Commission crossed a new threshold this week by securing financial penalties against individual city officials in a municipal bond fraud case.

Small business economic confidence rebounded in October as more small business owners reported that economic conditions for their businesses and for the country have improved, according to a new poll that also found small business owners favoring a Republican-controlled Congress in the midterm elections.

The Massachusetts Democrat continues to hold a sizable lead in polls, but his opponent, Republican Sean Bielat, argues that public anger over the economy, anti-incumbent fervor and Sen. Scott Brown's surprise victory this year prove he has a shot at beating Frank.

By clearly communicating your value proposition, you can provide your clients with an easy pitch with which to refer friends and family.