Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.
It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?
<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &mdash; including with the moderators &mdash; but the candidates who rose to the top were not the usual suspects.
A new deal reached by President Barack Obama and congressional leaders would end strategies that retirees are using to get more money out of the Social Security system.
A new study from Georgetown University found that working past 15 to 20 hours per week "can harm academic performance."
While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.
Congressional budget deal provision could affect current and future retirees.
Jacob Cooper, founder of San Diego-based RIA Total Wealth Management, built his business to over $100 million in assets and more than 600 clients. Last week, a court-appointed receiver in a case brought by the SEC determined that more than $44 million of those assets are likely lost.
One of Rep. Kevin Brady's ongoing pursuits has been eliminating the estate tax.
The real-time video platform gives clients another way to get acquainted.
Battle over the Labor Department's proposed fiduciary rule reaches a new level of nasty.
IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.
The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.
A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice &mdash; and maybe even weaken job security.
Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.
Agency brings actions against new kinds of securities fraud.
Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.
I am always amazed by the brilliance of computer software designers. They can take the most complicated financial planning decisions and reduce them to a one-click — or one-swipe — tool.
The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.
