All-Channel Trend Report

When a client brings in new assets to invest, you probably start by weighing the virtues of bonds versus stocks, mutual funds versus ETFs and global markets versus the good old U.S. of A. But before you throw down an eight-pound leather-bound...

Despite mounting sub-prime mortgage woes, hedge funds are doing better than ever. In fact, the second quarter of 2007 saw hedge funds accumulate net new assets of $59 billion, making it the industry's second best quarter on record after first...

Stanley Brooks was living the dream. With a $16,000 investment in 1990, Brooks built Brookstreet Securities of Irvine, Calif., into a $150 million revenue firm placing it among the top 25 independent broker/dealers. By 2007, the firm had amassed ...

What happens if you make an unsuitable variable-annuity sale, or simply fail to dot all your i's and cross all your t's in implementing the sale? That depends

Simple ways to calculate true savings and investing records for education, retirement, and life insurance

Clients are turning to whole and universal life insurance policies to lock in benefits

Advisors with clients that are interested in life insurance can offer a choice other than the usual term or permanent policies

Sometimes it's the little things that matter. Sherry Hoffman, owner of the Hoffman Agency, a multiline agency in Ballston Spa, N.Y., uses auto insurance as her ticket to IRA rollovers.

For advisors who haven't considered long-term care insurance for their clients, now might be a good time to take a look.

Providing clients going through a divorce with the right insurance can put spouses in a better frame of mind and business in an advisor's book