The fiduciary standard was the ideal at the center of the Obama-era Department of Labor’s Conflict of Interest Rule, so much so that it was known as the fiduciary rule.

Harley Tobon aims to bring professional financial advice to as many people in his Latino community as he can.

NAIFA President Tom Michel talks to Publisher Paul Feldman about how to hire the right people and keep them.

Just like a baseball player has a pregame routine before each game, so can you use a pre-appointment routine to increase your chances of success. Here are the four bases you want to cover.

The four questions you must guide clients through in order to plan for their future quality of life.

Taxes, health care and labor rules are sure to change, with many other issues expected to come into play.

The year was actually good for quite a few people. I heard from many advisors and marketing organizations that were having a banner year.

Workers seek more customization and financial well-being tools as we move into 2021.

It’s a good time of year to plan your vegetable garden.

If you take an organized approach to running your business, you will start making the time to do what needs to be done.

Addressing the excise tax on compensation paid to nonprofits’ key employees.

The costs of care in a nursing home can be financially devastating to a client in a matter of months. Here is one tool that can be an option to cover those costs.

Research shows a high percentage of Americans are likely to buy life insurance in the next 12 months.

Research shows an opportunity for advisors to help people of color catch up with their retirement preparedness.