Practice

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

The land grab for a potentially lucrative market is happening now.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

The new proposals may end up being the best thing that ever happened to ETNs.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.