Paul Hechinger

Advisors should customize their strategies and stay involved.

Advisors should customize their strategies and stay involved.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The wirehouse picked up five recruits from J.P. Morgan, Credit Suisse and Morgan Stanley.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

They can help reduce the tax drag of required minimum distributions.

They can help reduce the tax drag of required minimum distributions.

Treat their tax liabilities as expenses, and plan accordingly.

Treat their tax liabilities as expenses, and plan accordingly.

Intelligent planning can help both parties save money.

Intelligent planning can help both parties save money.

If clients have too little saved for retirement, advisors can help them budget better.

If clients have too little saved for retirement, advisors can help them budget better.

TDFs are great for many young employees, but they aren’t for everyone.

Advisors are even better than travel agents at helping retirees attain their vacation dreams.