The SEC is following through on its promise to investigate use of these products, and advisers should take heed.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Huge study shows that the most knowledgeable consumers buy the less expensive, store labels.
Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates.
Increasing the net-worth threshold to account for inflation would be a minimum step toward updating the definition.
Five questions to determine if you have an effective strategy to serve your target market
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
You can keep your personal finances from taking a back seat to the transaction, but your window of time is limited after you sign a letter of intent
Much has changed in the past two decades when it comes to long-term-care options and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of entitlement benefits and rapidly rising medical costs.
Financial advisers often ask me how they can persuade their clients to delay collecting Social Security benefits.
Advisers can make time and save time with outstanding mobile apps to help them fit social media into their busy schedules.
