Advisors on the Move: Morgan Grabs $1B Team Morgan Stanley, Merrill Lynch and other firms have been benefiting from defections from Barclays. But those firms werent the only winners in the competition for top talent. See these moves and more in our latest recruiting roundup.
Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired. more »
To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations. more »
As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to. more »