A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades.

Make sure your clients understand what can go wrong

It's quickly becoming a necessity.

Prudential had partnered with Wells Fargo since 2014 to sell MyTerm insurance policies.

Americans are clueless about their 401(k) plans, Smarsh acquires MobileGuard and Berlin is the top spot for artists fleeing America.

Understanding how clients deal with the prospect of loss can give advisors a leg up.

Even white-collar workers can’t postpone retirement forever.

TD Ameritrade debuts a new website on the DOL fiduciary rule, financial planning for snowbirds and Trust Company of America introduces a new tax harvesting feature.

IRS approved converting one charitable remainder unitrust into two