Advisor Sales Strategies

Even with an economy in distress, Americans are optimistic about their personal finances, and those who have planned have a more upbeat outlook.

Florida's Board of Administration said there's no need to revise investment policy for the Florida Retirement System because a new law changes the benefits and contributions.

McKinsey unravels, the Feds are coming and compliance can be kind of funny sometimes.

We now understand how professionals screw up sales meetings - and how to fix it. Here is the list:

A new survey by the Indexed Annuity Leadership Council finds adults don't want to talk to their children about adequate retirement planning.

In an encouraging twist to recent reports on plunging retirement confidence, Charles Schwab's latest quarterly retirement pulse survey, released Wednesday, shows more than half (54 percent) of Americans age 65 and older feel confident in their retirement readiness.