Donald Jay Korn

The accounting method can deliver attractive savings, along with protecting nature or farmland.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.

This approach to planning remains a strong way advisers can add value for clients.

This approach to planning remains a strong way advisers can add value for clients.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

Keith Rowling rejoined this elite group for a second year in a row.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

IRA owners who aren’t sure how heirs will handle the money could name a trust as beneficiary.

Doubling revenue within three years can mean taking chances — but that doesn't faze Christopher D. Davidson, a man who jumps out of perfectly good airplanes just for fun.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

Peter Danilaitis worked at Home Depot almost a dozen years ago. Building on that experience, he's become one of the top leaders in wealth management.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

An indirect connection to equities has helped FIAs weather this year’s market volatility.