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David Paterson, who was the Empire State's top executive from 2008 to 2010, has joined a group that includes former wide receiver Wayne Chrebet.

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How will annuities fit in portfolios in a fiduciary world?

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

How advisers can make the move to their perfect firm

Here are several factors recruits should consider to find their best fit, according to a leading recruiter.

The checklist every adviser needs to serve LGBT clients

10 financial planning tips and strategies for planners to help same-sex couples.
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