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Learning from listening to the readers who took part in our annual tech survey

Variable annuity assets under management hit a new high in June, with a double-digit increase likely.

Financial planners tell us which software, hardware and advisory platforms are emerging as favorites - and why.

As you look back at how your business has fared this year and envision ways to continue to improve it, here are a few pointers to keep in mind.

Lots of older clients are surprised to find themselves starting new careers. Here's a road map planners can use to help them.

Wells Fargo Advisors hired advisor Zoran Vaz in Melville, N.Y. from David Lerner Associates. Vaz joined the firm on Nov. 4, and had $844,000 in annual fees and commissions and $111 million in client assets under management.

The Dodd-Frank Act contains many examples of this desire to impose old standards on a new reality.

The founding director of the Research Center on the Prevention of Financial Fraud talks about the nature of scams and what advisors can do to protect their clients.

Our legal expert explains the ramifications of serving elderly clients.

Three investment chiefs talk stocks, sectors and the economy.