Practice management

The time for advisors to discuss cognitive impairment is when clients are still healthy.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.

Instruction should focus on the specific needs of the elderly, including how to spot and deal with cognitive decline or financial abuse.

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Wealth management firms are fighting negative perceptions to recruit college students and other millennials to the business.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

The industry takes on the challenge of mentoring young recruits by focusing on the senior wealth managers who guide them.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

New rules would bog down independent advisors in 'busywork' without producing enforcement gains, Brian Hamburger argues.

Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.

A group with $4 million in production moved between the wirehouses, saying it wanted access to the banking and lending capabilities at Bank of America.

Experts cite challenges in building and prosecuting cases involving elder financial abuse, suggesting advisors need policies and procedures to spot and report issues as they arise.

The former Southwest Securities team had overseen $225 million in assets at the time of their departure.

Clients are advised to avoid using a break-even analysis when deciding on when to start collecting their Social Security retirement benefits; Plus, why you shouldn't rollover a late spouse's IRA into your own.

Top equity market investments in real estate over the past five years.

A former H. Beck advisor joins Securities America after 27 years with the firm to explore some of the industry's latest technological advances.