Practice

An aging population has forged new partnerships between wealth advisors and health care planners.

A majority of wealthy clients say they are holding onto cash even as confidence improves.

Preparation and communication are key to a smooth visit with FINRA.

At the recent FINRA conference, SEC Commissioner Elisse Walter endorsed advisor "gold standard."

New draft proposal is part of a House movement to reign in the legislation.

A run-down of the stories in this issue, including a discussion of 529 college savings plans and whether they are being used for the wrong reasons.

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

Advisors considering a change of venue need a game plan and a clear sense of who 'owns' their client relationships.

In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?

Clients deserve straight answers on the ways they pay for your services.