Clients who want to consult after retirement should first tell hiring managers at their own companies that they will be available for such a work arrangement; Plus, when retired clients should consider renting.

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

Those mourning the loss of loved ones likely won’t appreciate this traditional gesture.

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Advisors are applying this familiar approach using new technology and strategies to deliver for their clients.