Advisor Sales Strategies

Americans would rather change what they eat than give up their cell phones, downloads or digital TV services, according to a new survey conducted for the American Institute of CPAs by Harris Interactive. The good news is that only a small percentage of those surveyed said they would cut contributions...

New paper from Boston College claims working longer, reverse mortgages more effective strategies.

hort-term financial goals keep many advisors in their traditional channels, according to recruiter Mindy Diamond.

By collecting benefits before their normal retirement age, nearly three-quarters of all current Social Security recipients are receiving reduced benefits and limiting their retirement security.

With 408(b)(2) disclosures for plan sponsors looming just on the horizon, here's a checklist of five ways to properly communicate, explain fees and meet participant deadlines.

Financial professionals will get a cram course in green investing.