Advisor Sales Strategies

With negotiators on both sides of the aisle locked in what appears to be a free-for-all, caged death match with political opponents and their own bases, U.S. News & World Reports Philip Moeller points to key issues on which advisors and retirees should focus in the debate over the nations...

July 21 not only marks the one year anniversary of the passage of the Dodd-Frank Act, but its also the date when the Securities and Exchange Commission (SEC) will turn its attention to crafting a fiduciary duty rule for brokers.

The Wall Street Journal didn't hesitate last week to blame a 2006 law for undermining retirement savings. The last thing we need right now is more sensationalized pessimism, but even the Journal has to compete for readers. And let’s face it, the bad news gets more attention.

Baby boomers say wrinkles aren't so bad and they're not that worried about dying. Just don't call them "old."

Americans age 55 and older have a sense of optimism and resilience when considering their retirement future, according to Larry Roth.

When it comes to a defined contribution retirement plan, how do you define success?