Advisor Sales Strategies

Like doctors, financial advisors continue to learn throughout their careers, and coaching and education are two major focuses on the part of major companies.

Irving Fisher, whose reputation was shattered by the Great Depression, developed a unique equation to predict one's spending rate in retirement.

Recent research from the Insured Retirement Institute shows that only 36 percent of Boomers and 35 percent of GenXers are confident they will have enough assets to live comfortably in retirement.

Six in 10 Baby Boomers believe their personal financial situation will be the same or worse five years from now, according to a new survey by the Insured Retirement Institute, and the majority, 60 percent, believe their financial security in retirement will be the same or worse than that of...

Financial literacy is interconnected with the ability to properly plan for retirement, and therein lies the rub, suggests research from the George Washington University School of Business.

Most people don't consider dividing up retirement assets when hiring a lawyer for a divorce case, but it's a tangible financial concern.