Advisers Latest

A chip on the shoulder or always playing it safe will stop career advancement in its tracks, says sales consultant John Graham.

The new rule will lead to lower built-in commissions, enhanced agent/adviser education, and increased regulation of indexed annuities.

To improve the onboarding experience, co-CEOs Greg Hodges and Peter Mace share how they advise clients through targeted questions.

As the Department of Labor’s new regulation takes effect, employers need to prepare.

But indie sellers are also often eager to return after non-compete clauses expire.

Experts say the lawsuit is unlikely to affect employers, employees.

It’s often a dreaded process, but advisers have the power to make it less frustrating, says Dynamis CEO Andy Nunemaker.

Assumptions about this product, such as lack of employee interest, are not accurate, says Colonial Life’s Pam Jenkins.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

It doesn’t seem like much to ask for—a 5% return. But the odds of making even that on traditional investments in the next 10 years are slim, according to a new report from investment advisory firm Research Affiliates.