Jane Wollman

What do they want? They could stay back-office if they choose. Over the last 20 years, I've seen students that never really wanted to be client-facing but who liked supporting others.

Are there any new trends in annuities? In-plan annuities are a hot topic. The Secure 2.0 Act put these front and center for plan providers and sponsors.

Absolutely. Today, everybody has access to the news 24/7. The media knows that fear sells and is very good at feeding investors' fears, insecurities and anxieties.

You write that it's a mistake to rely on a verbal promise or handshake when making a deal. Why? Because the deal isn't memorialized, and something could change.

Financial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.

“I’d rather buy things that haven’t had their day in the sun,” the market-beating manager says.

A recent development in the financial-advisors-on-the-move dynamic is a shift from employment at independent broker-dealers to RIAs, or to even launching their own advisories.

Certified financial planners guiding clients' financial lives, with no fees for assets under management or subscription — just a one-time fee for creating a financial plan and providing advice.

Artificial intelligence is certainly one of the buzziest technology trends around. But beyond the hype, how can AI best help financial advisors grow their business?

Tax-rate reductions in the Tax Cuts and Jobs Act of 2017 are set to expire at the end of 2025.