Practice

In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.

Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.

Transferring an IRA asset to a trust is a strategy that provides the beneficiaries protection from creditors and divorce; Plus, what the proposed Medicare 'doc fix' means for seniors.

The partnership will help the bank expand the financial advisory services available to business owners in the New York metro area.

This week's roundup of notable industry news includes how fear over Fed interest rate hikes spurred investors to withdraw billions from bond ETFs this month.

Fischer said regulators must be attuned to the growth and evolution of the asset management industry after funds “that track the returns of indexes of relatively illiquid assets have mushroomed in size.”

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.

The bank channel has improved its image as a career choice for advisors by offering a wider array of investments and easy referrals.

An arbitration panel confirmed that a former advisor will pay back a promissory note to Morgan Stanley - almost 10 years after leaving the firm.