The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
Some clients could come close to breaking even with the deal.
Don't miss the mark and think Obamacare covers long-term-care insurance
They badly underestimate the cost of nursing home care.
Technology is pretty inexpensive but as Dave O'Brien reminds advisers, acquisition is only one step toward tech success.
Plus: Fed taper could hit savers hard, new scrutiny on company stock in K plans, the stocks hedge funds love and Consumer Report's annual "naughty and nice" list. All in today's Breakfast with Benjamin.
When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse
Massachusetts securities' regulators fine the brokerage giant $500,000 for failing to stop a rep from defrauding clients.
The House passed Rep. Ann Wagner's bill that would delay and possibly kill the Labor Department's fiduciary rule. Does it stand a chance in the Senate?
When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.
Employer generosity is important, but that's not the only key to successfully saving for retirement
Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.
There are two ways for beneficiaries to increase their benefits after initially claiming them. Find out how.
