Practice

Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

In which we make a few modest requests for the health of the profession as well as the financial services industry.

How well are you helping clients protect their wealth? These ideas can help you refine your approach and set yourself apart.

PRACTICE MANAGEMENT

The two big wirehouses back the CFP Board’s move to strip out its 'fee-only listings.

All in all, a government shutdown would be a major irritant, but would not have much impact on our clients or commerce in general. The trouble starts if the government defaults on its debt.

With Congress showing no sign of consensus, the government shutdown is instilling fear and unease among those from Main Street to Wall Street. Financial advisors are no exception. Here’s how advisors and industry experts are reacting to the fiscal standoff.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

With the close of September we've compiled the most popular stories from the month. Check out the top five.