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Jim Kane is director at Information Services Group, a leading global technology research and advisory firm.

Your client’s long life could be the death of their retirement savings

Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

One couple in their eighties invested more than $700,000 with the alleged schemers, representing almost the entirety of their cashed-out pension, regulators say.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Jung Ryu is the national accounts practice leader for The Standard and is responsible for developing comprehensive disability management solutions for his clients.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

Candidates need to demonstrate how they have improved their firm's marketing, technology or operations.

Ellen McCann is assistant vice president & special counsel at Unum. She holds a BA from the College of the Holy Cross and her JD from the University of Notre Dame Law School. She provides legal support to Unum’s leave management department for FMLA, ADA and paid leaves and is a frequent national speaker on these topics. In addition, she advises Unum’s HR department on all employment-related legal issues, with particular emphasis on FMLA, ADA, military leaves, wage/hour compliance and restrictive covenants.