Practice

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.

CUSO and Infinex plan to not only lower minimums and adjust pricing on advisory accounts but also partner with digital advice providers in a bid to serve a wide range of customers.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

A handful of numbers can help determine the best withdrawal rate for clients.

Young advisors and other newbies in the industry may want to consider the succession route for success in wealth management.

Firms are offering lucrative packages for top producers. Here's what On Wall Street's annual recruiters panel has to say about landing the best offers.

A key challenge posed by the pending fiduciary rule: are firms going to be active managers or are they going to be financial advisors?

A recent FINRA action against Raymond James is the latest evidence of competitive tensions in the brokerage sector spilling into alleged privacy violations.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.