Practice

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

U.S. Bank, Bank of the West and Bremer Bank have introduced new initiatives that assign the mass-affluent not just an advisor but a banker too – despite intense price competition from robos.

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

Some of the biggest computerized-trading firms are facing obstacles as they try to move into interest-rate swaps.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.

Changing jobs can be messy if you mishandle the details. Here are 5 tips on making a career move.