Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

A Virginia insurance agent has been sentenced to 15 months in prison and ordered to pay restitution in connection with an insurance fraud scheme, federal officials said. Getty Images/iStockphoto An ...

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...