Consulting

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

Top equity market investments in real estate over the past five years.

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

Tax pros share their clients’ worst ideas about taxes.

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

Women tend to have similar priorities to men, but an array of different challenges. A recent Pershing study outlines six key differences that advisors should consider when working with female clients.

See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.

The big questions going forward are who will be doing what in the digital advisory space -- and when and how they'll be doing it.

The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.

Planners share their best tips for kick-starting the conversation with prospective clients.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

Many investors would like to own high-yielding stocks that have very low risk. Unfortunately, in the real world, such beasts are extremely rare. The following 10 stocks are the current yield champs in the S&P 500 index.

How much money could the U.S. government potentially save by providing additional financial planning to service members?

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process.

In a room full of some 1,000 financial planners only about a dozen raised their hands when asked if they like their profiles. LinkedIn exec Jennifer Grazel offers advice on how advisors can make the most of this tool.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.