Practice

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.

A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says.

The broker earned $57,000 in commissions off two clients and faces a dozen judgments and liens against him totaling more than $150,000, according to regulators.

Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services.

How one son's distribution mistakes when inheriting his late father's IRA can be avoided; Plus, the IRS and U.S. Treasury say no more lump-sum offers and how one couple plans to retire at 33.

After termites gorged on her home, advisor Carolyn McClanahan found that the challenge of rebuilding taxed her practice and her finances.

Some baby boomers are carrying too much risk in their retirement portfolios due to the stock market’s rapid rise over the past five years.

Congress has effectively overruled the Supreme Court by extending the time period for auditing certain types of tax returns.

The Republican presidential contender says the retirement age should slowly be raised by two years to address Social Security's financial woes; Plus, 7 demands retirees should place on their money.