Practice

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Wealth management firms are fighting negative perceptions to recruit college students and other millennials to the business.

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.

The industry takes on the challenge of mentoring young recruits by focusing on the senior wealth managers who guide them.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.