So long, solo advisor
In part one of a two-part series, we explore the pros and cons of making the move from solo advisor to a partnership.
Estate planning for the modern family
Laws and policies across the U.S. have largely failed to keep pace with shifting family structures.
Answers to 8 burning questions that confront the industry
There is huge growth potential in today's life insurance market, but you must know how to prospect and what products to sell.
7 multimedia secrets that will help you sell
A growing group of advisors feels that failing to invest in multimedia means failing to safeguard the success of your practice.
The best vehicles for your clients' road to retirement
Because they’re older and already in retirement, one could argue those issues are more pressing for seniors than for boomers.
The secrets to your success(ion)
One way to keep the concern about inadequate succession planning in the advisory community from escalating is for advisors to confront the issue head-on.
Products baby boomers need most, even if they don't know it
An advisor who serves boomer clients needs a well-equipped toolbox. So what to put in it?
Swimming in affluent waters with HNW clients
Working with high-net-worth clients demands a unique approach and lots of hard work. But it's worth it.
The Affordable Care experts
What happens when you mix insurance and financial advisors with a strong interest in their clients’ health care?
An annuity renaissance
Once scorned by the investing public, annuities of all types are gaining favor with advisors as an important piece in the retirement income puzzle.