Practice

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

This list will appeal to advisers looking for new ideas, practices and perspectives to consider for the new year.

The Financial Stability Oversight Council was characterized as an enigmatic interagency body that has not provided enough rationale for designating certain financial firms as a threat to the economy.

Scott Minerd, global chief investment officer at Guggenheim Partners, predicts 10% to 15% of junk bond funds may face high withdrawals as more investors worry about getting their money back.

There are some specific challenges when making this key transition.

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.

As signs of stress mount in credit markets, a $788 million mutual fund is blocking clients from pulling their money so its holdings can be liquidated in an orderly fashion.

Those mourning the loss of loved ones likely won’t appreciate this traditional gesture.

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.