Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.
Lump sum payment can mitigate sting of a late claim.
Life expectancy -- and life expectations -- crucial when devising claiming strategies
Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.
Bank's raised $3M in revenue so far this year off levy
Industry growth requires a renewed commitment to investing in the next generation
Radio host Ray Lucia for years asserted that he thoroughly tested his investment strategy. A judge this week ruled otherwise, ordering Lucia and his firm to pay hefty fines for making the claim.
Secrets to social media success tailored to financial advisers, straight from the experts. Be ready to make a time commitment, apply your smarts and provide valued content.
Social media replacing email as communications tool as inboxes flood with junk.
Finra has gotten the go-ahead to issue a monthly letter divulging complaints against reps. Not surprisingly, this doesn't sit well with some brokers.
Portfolio management, reporting and rebalancing platform is generally available.
Different economic backdrop means longer work, more savings, less spending than parents.
Outsourcing suddenly in with advisers and their firms
But sometimes it's smart for one spouse to file before reaching 66
