Practice

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Banks are slowly migrating budgeting capabilities to mobile offerings.

It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.