Practice

Federal workers lose big by pulling out of low-cost retirement plans; in ruling on California's bankruptcy, judge challenges sanctity of pensions; 5 things to remember when selling your business for retirement

President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

Raymond James & Associates recruited a wirehouse advisor who generated over $1 million in revenue, managing more than $120 million in assets.

Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Planners who started their professional lives in other fields identify the crossover skills that make them successful.