Practice

Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year.

Retirement calculators only give an opinion of the sufficiency of retirement savings and do not provide an accurate assessment; plus, what to do when markets tumble.

Advisors still have time to come up with significant savings for their clients.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

Former Convergent Chairman Steve Lockshin offers his take on events and issues surrounding the suicide of his friend, ex-Convergent CEO David Zier.

An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm.

Two advisors have been hit with fraud charges for allegedly misleading clients about a hedge fund managed by an investment novice and debt collector.

Three ways your clients can save on taxes; two money moves they should make this year; and what they should do with capital losses before saying goodbye to 2014.

A trio of top custodial executives discussing big trends for the RIA sector downplayed the term -- at least as a marketing advantage -- during a panel this week at the MarketCounsel summit in Las Vegas.

The soaring stock market this year has provided a boon for investors age 65 and over even more than people from other age groups; plus, sales pitches about annuities can distract savers from making an informed investing decision.