Practice Management

As the U.S. population ages and long-term care becomes a greater concern in retirement, long-term care insurance may become more widespread.

A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.

Advisers can now update their profiles for free on BrightScope’s platform, which has been enhanced with several features.

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Edward Jones created FORCES last year to provide training and a compensation package to smooth the transition to a financial services career for veterans.

Plan advisers should stress the importance of communication and planning, signaling that retirement is a time of empowerment—not a dismal single life event.

Past and current business relationships can help bring in new clients.

An expanded third-party administrator (TPA) network is in the works for ASPire Financial Services LLC.

The Ameritas Life Insurance Corp. hopes to onboard independent third-party administrators (TPAs) through a new sales program offering exclusive territories and support tools.

Health benefits costs will continue to increase despite the Patient Protection and Affordable Care Act (PPACA), and in some cases, because of it, according to Sheldon H. Smith,...

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized...

Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Panelists at the PLANADVISER National Conference, in Orlando, Florida, weighed in on the restrictions and conflicts of interests that can spur advisers to go independent. 

Having a support group is key to building an adviser’s practice.

Panelists discuss the best way to leverage partnerships to bring more profitability to your practice.

Panelists at the PLANADVISER National Conference discussed the costs and potential benefits of technology.

Superior 401(k) marketing campaigns and designs can help grow your business.