Practice

Most fortunes disappear by the time grandchildren have taken control.

Comprehensive valuation gives a picture of the present and helps build strategies for the future.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

C.L. King & Associates argued it did not break any FINRA rules.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

Millennials change jobs more than older generations, but thinking about the future is not a huge priority.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

The number of employees involved in compliance and regulatory work at U.S. Bank doubled over the past three years.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.