Practice

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.