At minimum, every advisor should have a personalized, written emergency continuity plan in place. And the best, most complete solution is a funded continuity and succession plan backed by emergency on-site support in the event of a challenge to business continuity.
Crestmont president says investors can expect normal to below-average returns for five to 10 years
If this feels like the start of a pullback in stocks, that's because it is. But Jeff Benjamin says a healthy reversal doesn't mean the end of the bull market.
After years of demonization and defections, the Big Four firms are going on the offensive.
Tax benefits come to the fore if inherited retirement accounts get the ax
The number of Alzheimer's sufferers in the U.S. is expected to triple by 2050. Mary Beth Franklin warns that the coming epidemic puts advisers -- and their practices -- at serious risk.
BlackRock CEO says employers should play key role in setting cash aside.
Most in poll say they'll be carrying substantial debt load from mortgages, cars and credit cards
Is your business growing? If it is growing, are you growing steadily and efficiently? Is your current broker-dealer affiliation fostering this growth and translating your increased revenue into additional support? Does the math make sense?
SSanalyzer responds to competition and segmented market needs
Market sage Bob Doll, who is also Nuveen's chief market strategist, gives an update on his predictions for the year.
Oracle warned about investing in ingots in early 2012; investors 'create their own truth — for a while'
So just how far has faith in the Federal Reserve fallen? A dozen states have already passed legislation making gold coins legal tender — and others are rushing to follow suit.
Once seen as an accurate barometer of the state of corporate America, Alcoa has lost its relevance to stock market watchers.
With sales of deferred-income annuities up, carriers see an opportunity
Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.
