If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

Stories about advisors cheating their clients are far from rare, and therefore, advisors must do a better job at educating and appeasing concerns, says Daniel Bernstein, director of research and development of MarketCounsel, a so-called advisor for advisors.

Before you can begin tailoring your approach to working with women, you first need to understand some of the attributes that make them uniquely different from male clients. Blogger Laura Kogen examines five key differences in how men and women communicate, relate interpersonally, learn, are hardwired, and view wealth.

Your IRA Expert answers the question of how the executor of a will can pay off debt with an inherited IRA.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.

Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.

Peter Marton is the senior director of digital identity, compliance advisory and U.S. policy at Fireblocks, a digital asset security platform. He is a former deputy superintendent of virtual currency at the New York State Department of Financial Services.