Financial planning

Motivating staff and building relationships lead to success

Retirement Planning Group advises on solutions for saving for the future.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

March is Women’s History Month, which seems like the perfect time to highlight leading women who put their money behind women's causes. With 61% of wealth now in the hands of women, and the majority of the world’s poor being women, it makes sense that wealthy women are giving powerfully. Some of the women on our list are big names, while others are rising stars.

The financial turbulence of the last several years has left many professional athletes subject to losses from real estate, unprofitable business ventures and fraud schemes. From Hall of Famers to Super Bowl champions, here’s a look at ten current and former professional athletes and how they were personally affected by the financial turmoil of the past five years.

If your clients are considering long-term-care insurance, you might steer them clear of the following typical mistakes.

If your client and referral events seem a little stale, freshen them up with these creative ideas for activities, themes and locations.

The winners of the fourth annual awards, sponsored by New York Life/Mainstay Investments, will be feted at an awards dinner in Manhattan in May.

Through extensive trial and testing, TopTenREVIEWS narrows it down.

Financial firms are still trying to develop coherent social media strategies. But don’t race into it: the risks are not well understood.

For three days, 610 bank investment advisors, speakers, sponsors and exhibitors assembled in Hollywood, Fla., for insights and ideas on the industry. Check out some of the images in this photo gallery.