Samantha Allen

Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.

To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.

Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market.

Whether they like it or not, RIAs must pay careful attention to their firms' compliance practices. Here are 23 important guidelines to follow.

Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.

It doesn't have to be long, but your annual business plan should be on paper. Here's why advisors should write out their plan each year -- and what they should include.

All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.