Practice

The merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli.

After years of mastering the intricacies of investments and portfolios, many advisors still have a hard time really understanding clients. The broker-dealers in the bank channel are trying to help unlock those secrets.

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

BlackRock’s Fink Says Leveraged ETFs May ‘Blow Up’ Industry

Banks are still feeling negative effects from last year's sudden rise in medium- and long-term interest rates, but plenty of signs in the Federal Deposit Insurance Corp.'s latest industry update continue to point to a lending resurgence in the near future.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

Critics of the DoL's effort to extend fiduciary responsibilities to retirement plan advisors scored a victory this week when the agency disclosed that it is pushing back the rollout of its proposal until at least next year.