Practice

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when getting started on retirement and tax planning.

Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when working on retirement and tax planning.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?