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As this planner's practice shifted to a life planning model, he realized there was more to life than the bottom line.

The best publicity for advisors comes from mixing social media strategies with traditional PR efforts.

A sneak peek at new research shows a small investment in people can go a long way for an advisory firm.

If you thought individual bonds were too expensive for your clients, new research might change your mind.

Goal-driven advising is the key to successful retirement portfolios. By Andrew Rudd

To choose the right retirement income products, clients must understand the tradeoff between security and bequest value.

Fixed annuity sales sagged along with interest rates last year, but some specialty products enjoyed record inflows.

What's the best way to reenter the stock market-all at once or by degree?

Successful active management is a fantasy stoked by the financial services industry.

RIA principals with national ambition say the hybrid model is a useful recruiting tool.