Practice

Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships.

Federal authorities are considering expanded regulation of large mutual fund companies, a move that opponents say threatens to bleed value out of the fund industry and aims to solve a problem that doesn't exist.

A new interpretation of the once-per-year rollover rule could spell big trouble for some clients.

A group of nine fund managers is said to be planning to start a dark pool dedicated to large stock trades later this year. The new market -- named Luminex -- will admit asset managers who bet on prices to increase, sources said.

Jones' football prospects are certainly bright. But what about his hoped-for career as a financial advisor?

Make flash cards of potential spending goals -- funding a grandchild's education, buying a yacht -- and ask clients to make piles of high-priority cards, suggested Harold Evensky during a session on communication tips.

Social media sounded like a terrible idea to me at first. Here's how I came around.

Obamacare is about to collide with the U.S. tax-filing season, adding frustration for millions of taxpayers trying to figure out how to comply and how much they will owe the government.

While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities.

Two advisors left Wells Fargo to join Stifel.