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When it comes to social media, advisors have a resounding question, “How do we actually use it and how do we get value from it?” We decided to answer this question in this week’s FastTrack for Growth newsletter by giving you...

Here’s a summary of some key tips on loan planning, IRAs and retirement plans, will drafting and portability

Are they exempt from an individual’s bankruptcy estate?

Insurance giant The Hartford announced today that it will exit the annuity business and sell off its life insurance, retirement plan and independent broker/dealer (Woodbury Financial Services) units.

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the issues can be formidable. To the extent that these are effectively addressed, the promise of those...

The drama over Whitney Houston's estate continues to unfold

Last week the iShares Barclays 20 Year Treasury ETF (Ticker: TLT), which tracks longer-dated paper, fell by 4.1% in the week.

The recruiting wars are heating up at the regional firms. Philadelphia-based Janney Montgomery Scott has recruited two teams from Morgan Stanley Smith Barney with total assets of $380 million.

The passive versus active management debate wages on, but a new report on 2011 performance gives more weight to index and ETF investing.

The head of the U.S. wealth management division was its highest paid executive this year, but the Swiss bank is placing its future bets on emerging markets.