John Simmers, a onetime leading executive in the independent-contractor brokerage industry, is jumping back into the business using a duel strategy that is closely linked.
Fixed annuities squeezed by low rates; waning appetite for VA biz
Survey suggests advisers should hold discussions with both camps; few do
You don't lose your health care coverage -- unless you opt out.
Although the payback option is limited, there are still ways to boost benefits
Waldron to custody assets elsewhere but keep relationship
Pimco chief Bill Gross says Democrats and Republicans have all focused on re-electing themselves rather than constructively plotting a way forward on monetary policy.
One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits
Five groups with $4.4B in assets have signed on during the past three months; 'strong pipeline'
In addition to financial metrics and top performer analysis, this year's Financial Performance Study of Advisory Firms includes discussions of marketing and business development, and pricing and segmentation.
Former employees tempted by penion buyout offers, but most better off with income stream
ERISA lawyers say recruitment of Davis suggests insurer could be prepping for new rules
A planner looks at how what she learned in her training for a CFP designation matches the skills needed to work with clients.
