Practice

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

Today's young workers can learn from their parents' example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Investing in a practice’s culture is as important as focusing on clients.

Voices: The DoL is restricting investor choice and casts an unnecessarily critical light on existing B-D relationships that only follow a suitability requirement.

Chairwoman Mary Jo White tells lawmakers that a uniform standard for advisors and broker-dealers remains a priority, but that says it's a long slog.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

Worries grow over retirement security, according to new research from IRI.

"I think it’s too soon to call this version anything close to a victory for either consumers or the financial services industry," writes John Taft, CEO of RBC Wealth Management.