Practice

It may seem harmless, a client suggests about a plan to sell back an advisor's foreclosed property. Bad idea, says attorney Alan Foxman.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

The former rep was barred last week for failing to cooperate with a FINRA investigation into allegations that he swiped $65,000 from a bank customer's account.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Woe to the client whose advisor fails to detect these common errors.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.