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Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

“I feel like a therapist sometimes,” says Patricia Barrett, one of the five speakers on the Remember the Alimony panel of divorce experts at the Women Advisors Forum in Dallas. “I took mediation training at the University of Houston School of Law. They really emphasized listening, looping back and repeating back to people."

On May 22, 2012, Washington, D.C.-based Money Management Institute today released the early edition of MMI CENTRAL Q2 2012.

On May 22, 2012, Tiburon Strategic Advisors revealed some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

Talk coffee, not college savings plans. That avoids potential compliance issues. Besides, visitors to social media sites are coming to learn about who you are, not what you sell.

One in 10 admit they only discuss existing policies if the clients ask.

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

On may 22, 2012, Value Line Funds’ shareholders approved combining the Value Line New York Tax Exempt Trust (VLNYX) into the Value Line Tax Exempt Fund (VLHYX).

After Ann Hughes took over a struggling annuities wirehouse division, she learned six lessons about loyalty and success that every financial advisor can apply to their practice.

There’s a familiar face rejoining the sales team at Emerald Asset Management, Inc.