Practice

When clients face financial responsibility for aging parents and children at the same time, they often lose focus on their own retirement needs.

Working longer and deferring account withdrawals is a great untapped strategy with no downside.

Advisors can help clients ease into retirement by following five steps.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Want to upgrade your skills? This reading list helps planners stay sharp.

Three-quarters of economist surveyed by Bloomberg in August say the Fed will lift the upper bound of its target rate to 0.5 % at its Sept. 16-17 meeting.

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

The firm suffered another arbitration loss this week to clients seeking damages related to the firm's closed-end funds of Puerto Rico municipal bonds.