In the second part of this podcast, Humana Associate Vice President Jay McKnight delves deeper into the role of brokers in prescription drug plans.

The firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.

Extended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.

These advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.

High prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.

For an SSDI beneficiary, Medicare eligibility isn't tied to the date an appeal is approved. It's tied to the disability entitlement date: the month Social Security determines the client became ...

The Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth ...

Lower prices and higher household incomes, SmartAsset finds, make filling a tank more affordable in some locations.

In other words, the fastest-growing client segments are the ones most insistent that advisors handle estate planning. Other Findings Economic anxiety is now an estate planning driver. Fifty-four ...

On May 15, "we became aware that an unauthorized user obtained access to and downloaded certain files containing customer information on the same day," and the firm quickly took steps to secure ...