These are not the best of times for the great U.S. mutual fund industry.

When middle-age clients express concerns about what will happen to elderly parents, do you ever ask a basic question: Do you want to become a caregiver?

It's not too soon to start educating clients and their CPAs about the new Unearned Income Medicare Contributions Tax (UIMCT), which takes effect in 2013.

Although U.S. economic growth remains sluggish, the High Net Worth (HNW) market continues to expand and create opportunities for financial professionals who focus on it.

The IRS recently gave a boost to hybrid annuity products with optional long-term care chronic benefit riders.

Beginning in 2012, the SEC will require all participant-directed retirement plans to provide a detailed quarterly breakdown of all plan cost that participants pay.

FINRA Regulatory Notice 10-06, issued in January 2010, addressed Guidance on Blogs and Social Networking Web Sites, and it opened the floodgates for creative financial firms to use sites such as Facebook and Twitter in financial marketing.

Inflation can be an abstract concept for clients, unless you develop vignettes to make it more concrete.