9 in 10 consumers believe their advisor puts their interests first

WINDSOR, Conn.— Nine in 10 consumers who work with a paid financial advisor* believe their advisor always puts their interests first, according to a...

NAIFA, Financial Planning Coalition quick to respond to Obama comments on tougher standards for...

In a speech to AARP on Monday in Washington, President Obama called for tougher standards on brokers who manage retirement savings accounts as the...

Advisors still missing mark when aiming at women

If demographics, statistics and anecdotal evidence are to be believed, there remains a big opportunity for insurance and financial advisors to flourish by successfully...

Gen X represents opportunity right now

When presenting research on the generations, I'm often asked why so much attention is given to Gen Y and so little to Gen X....

Hawaii best state for retirees in 2014, MoneyRates.com says

Despite having the highest cost of living, Hawaii is the best U.S. state for retirees in 2014 according to a new study by personal...

Builders of wealth, builders of a wealth management practice

Many advisors these days are focused on building and growing their businesses by going one stop beyond doing a better job of what they’ve...

The skinny on retirement planning: Gagne and Minich, Part 2

In Part I of this feature earlier this week, my discussion with two of the best retirement planning producers in the business, Gregory B. Gagne, ChFC,...

The skinny on retirement planning from two top producers: Part 1

For many years now, retirement planning has been a topic explored by the consumer-oriented financial press. Whether you pick up a weekly newsmagazine, a...

Buying Whole Life Insurance For A Child

How would an agent demonstrate the value of buying whole life insurance for a child?  At first glance, there appear to be lots of...

Advice on Grief: Approaching Clients After a Loss

Though death is something that all individuals must cope with at some point in their lives, the etiquette surrounding it is not always clear. ...