Practice

Taxable account or tax-deferred? Where clients' investments are housed can be vital to total returns, but beware the pitfalls.

Five years after the meltdown, advisors still face a crisis of confidence.

Cambridge founder CEO Eric Schwartz is making big plans to preserve the firm's independence and viability for the long term - by giving away control now.

Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners

Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most.

Everyone agrees that the current mishmash of legal oversight doesn't work. Here's a framework that could clean up the mess.

By practicing meditation and learning other stress-reducing habits, advisors can improve their practices - and their lives.

It's been nearly 3 months since I left my former firm to start my own. Here are a few strategies that have helped me so far.

Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.

The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others.