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Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.

Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.

A surge in the markets didn't translate into more jobs for advisors in 2010. Count on that to change.

Variable annuity sales were solid last year, but the market lost big players.

Following two lean years, most of the Top 50 independent broker-dealers enjoyed significant growth.

Although it can be complex, financial planning doesn't have to be drudgery. Advisors who make the process enjoyable are more likely to keep clients.

Maybe you can help me figure out why the financial services world is as it is - one perplexing question at a time.

Creating a turnkey business that performs at a world-class level requires a blueprint of systems and processes - with your entire team working in unison.

New rules on cost basis reporting may eventually make life easier, but for now planners must be vigilant to trim clients' taxes.

Many clients with college-age children must weigh delaying their retirement or picking less pricey schools.