Practice

How clients can deduct capital losses the right way and save on their taxes. Plus, four mistakes to avoid with stock options, and investing IRA assets in gold and other precious metals.

How clients who retire early can increase their payout by claiming a spousal benefit; Plus, 12 steps to a stronger 401(k).

Hybrid annuities can be a good choice for investors who still need growth but don't have 30 years to invest in the public markets.

Rule-making at the SEC went from looking at information to be viewed by potential and current investors to collecting large chunks of data to be loaded in some future database and processed by analytics software.

A startup named FeeX says it has an automated service that calculates the fees in an old 401(k)s and recommends whether a rollover (and which kind) makes sense.

Bank advisors are in a tough spot. Two separate issues are hitting them at the same time, either of which could be a game-changer.

Tash Elwyn, president of Raymond James & Associates, says recent recruiting milestones have "triggered a number of inquiries" from advisors thinking of making a move.

The super regional is keeping its focus on an advisor-centric model, says the firm's president Tash Elwyn.

The time has come for investors to emphasize savings and salt away another 5% to 10% of their incomes; Plus, how to create a stronger sense of community in retirement.

Wealthfront says the move was prompted by a surge of young investors who asked for a lower minimum and to pressure other robo advisors to get rid of fees on small accounts.