Practice

The tax increases that took effect in 2013 should now be part of long-term planning because they aren't going away anytime soon.

If you really just want to help people, be a teacher. Being a good advisor is also about money, and you need a specific plan.

Lawmakers are stepping up efforts to deter frivolous patent lawsuits against banks and a host of other companies.

Many top bank executives still struggle to articulate the value proposition of their wealth programs and why it's better than that of their competitors. The new year brings into focus the importance of creating and sustaining a strong wealth management business.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

Some tips for amplifying social media efforts to provide you with the maximum benefit.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

Mayor-elect Bill de Blasio’s plan to pump $1 billion of New York’s $144 billion in pension assets into apartments for poor and working-class residents faces constraints including competition from banks and declining federal aid.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.