Advisor News

Study looks at how team-based practices perform compared to other practices across key measures, including AUM and productivity.

Worker confidence in having enough money for retirement is still at record lows, though perhaps trending slightly upward.

Three professionals share some practical steps advisors can take to tackle their procrastination problems.

Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.

How young people learn about money presents an interesting dichotomy: they have better access to information, but how good are those sources?

Long-term care insurance is one tool advisors can recommend to ensure clients enjoy their retirement with peace of mind.

National Insurance Awareness Day is a time to remind clients and prospects about the numerous benefits of insurance.

Top advisors share tips on how client review meetings can enhance client satisfaction and identify opportunities for future growth.

Retirement plan advisors have an opportunity to elevate their offerings beyond “funds, fees and fiduciary.”

Nearly half of registered investment advisors believe volatility will be the same as market stressors continue, a Security Benefit study shows.

At a time when social media is touted as the best way to reach a younger target market, how important are referrals for financial advisors?

The gap in what clients want to learn about and what advisors are telling them presents an opportunity to strengthen relationships.

Longevity risk gets a lot of attention, but the other side of the coin – the high probability of dying earlier than 95 – should also be discussed with clients.

Running a thriving practice means not only attracting clients, but also tapping into those clients to gain additional business