Practice

About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.

Three weeks after the broker killed himself, the firm agreed to a confidential settlement with his wife for an undisclosed amount.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

“The election could be disruptive to this rule,” Brian Hamburger predicted.

The San Francisco bank has snagged three advisers from City National Bank and Wells Fargo and added them to the team in California.

Strategies for advisers looking to get the most out of their pay packages, according to two leading industry experts.

The recruits generated $1.8 million in annual production before making the move.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.