Advisor News

A Massachusetts financial advisor also licensed as an insurance agent is asking a judge to force the Securities and Exchange Commission to back up its stance on commission payments.

The inevitable market volatility that accompanies political transitions is both a cause for concern and a chance for strategic investment.

Common wisdom states that investors fire their advisors because of unhappiness with their returns. But that’s not always the reason, two Morningstar behavioral experts said.

According to U.S. financial advisors, 72% of their female clients who found them through a referral specifically sought recommendations from other women, finds a new survey from Edward Jones, in partnership with Morning Consult.

If you want to build a clientele of high net worth individuals, you must become part of their world.

As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.

Americans are far more likely to achieve their lifestyle goals in retirement through annuitized income, a recent study concludes.

Are tariffs a good thing for the economy? No, said an economist during a recent webinar.

Congress will fix Social Security — eventually, a panel agreed Wednesday at an American Academy of Actuaries event. Raising the taxable minimum might be the answer.

What are the methods that financial advisors can use to differentiate themselves, drive business and grow their financial practices?

Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.

To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.

Why Americans fear spending down their savings and routinely claim Social Security early and how fear often drives those decisions.

People are living longer and that means the traditional view of retirement must change.