The advisor often feels as if the bank's viewpoint is this: “Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.”

Examining these issues may take the guesswork out of a client's estate plan.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.

When the market gyrates, use these tactics to keep them focused on the bright side.

There were immediate, positive reactions over her overall message, which was taken as an indication of continued support from the Fed.

Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.