Just throw money at it. | miriam-doerr/iStock/Thinkstock Equity crowdfunding is expected to grow in 2016, but by how much? A new report from Juniper Research expects investments in the technology sector via crowdfunding to increase sevenfold f...

The start of the New Year provides opportunities for clients to save money, including finding money for college, cutting health care expenses and putting more away for retirement. 

They level the playing field for equity indexed universal life illustrations

Webber v. Commissioner highlights how courts will apply this doctrine to private placement life insurance

To each her own. | Copyright Mario Tama, Getty Images Some wealth management firms are developing platforms for providing specialized socially responsible investing for their clients, according to Institutional Investor. Morgan Stanley, for ex...

REP. Readers Do It by the Numbers 

U.S. Senator Elizabeth Warren said 13 major U.S. life insurers had admitted to using incentives such as expensive vacations and gifts, which could encourage agents "to put their own interests ahead of their clients."...

Many advisors don’t know where to start when it comes to discussing healthcare planning with their clients. It’s all just a matter of asking the right questions...

Wealth managers and financial advisors should understand a few key things about life settlements today: