Practice

Advisors dish on clients who tried to game the system a little too aggressively.

To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations.

Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it.

Here’s how to assemble teams that meet their immediate objectives, but then go on to excel.

A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.

A FINRA panel ordered the wirehouse to pay a client $95,000 for losses relating to bonds issued by the island commonwealth. By contrast, UBS says it faces more than $1 billion in similar claims.

Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.

When clients begin to decline, advisors should be cautious about family members who might exploit them.

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Why one planner helps clients with everything from finding long-term care to community resources.