Practice

We asked advisors to share the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list.

Using social media to create a public presence consistent with their passions and expertise, advisors can position themselves for media attention.

While the wealth of American households has jumped more than $25 trillion since early 2009 amid rising equity and home prices, the pass-through to consumer spending is lagging, new research shows.

The SEC is weighing a requirement that brokers tell investors exactly where their stock trades go to be executed, a proposal that may address complaints that the decisions are sometimes made against the client’s best interests.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."