Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

You know what they say: if you don't like sales and marketing, you're not cut out to be an insurance agent. Well, I'm here to tell you that's not totally true. Sure, plenty of people don't want to be ...

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In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

In the late 1990s, the Supreme Court's decision in Barnett Bank of Marion County, N.A. v. Nelson, and congressional passage of the Gramm-Leach-Bliley Act, tore down restrictions that had blocked banks ...