The Latest

Adrian H. Zai, MD, PhD, MPH is the Chief Medical Informatics Officer of SRG Technology; Clinical Director of Population Informatics, Laboratory of Computer Science, Massachusetts General Hospital; Instructor of Medicine, Harvard Medical School.

David K. Nace, MD, is Chief Medical Officer of MarkLogic Corporation. He is also Adjunct Associate Professor, Department of Family and Preventative Medicine, University of Utah School of Medicine.

Here’s a self-assessment exercise to help you determine where you are on the path to professionalism.

A former Morgan Stanley adviser and medalist in swimming offers tips for keeping long-term objectives on course.

Paul Kingsman, a former Morgan Stanley adviser, participated at the 1988 Summer Olympics, winning a bronze medal in the 200-meter backstroke. He is the author of "The Distraction-Proof Advisor" and works as a full-time speaker and coach within the financial services industry.

Clients and advisers must work closely together to secure a client’s golden years.

Rolland is president of Summit Financial Group and CEO of PremierSource, a Summit Consolidated Group Company with primary offices in Oklahoma City and Tulsa.

Cheap and fun choices abound for those who are counting their pennies.

Opt to buy a Qualified Longevity Annuity Contract and defer required minimum distributions so clients don't owe the IRS until the age of 85. Plus, planning for small businesses and who should be beneficiaries.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.