Practice

Trust is integral to any advisor-client relationship -- but what happens when clients hold back information that's critical to their financial health?

Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Richard Ketchum voices support for SEC to move on a uniform fiduciary standard for brokers and advisors, while warning of unintended consequences from DoL's proposal.

Put affluent clients' annual contributions into an IRA and then convert it to a Roth on the same day, says Aspiriant's Ray Edwards.

The wirehouse advisor moved to the independent channel at Wells Fargo.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.