Practice

New legislation means big changes for estate planning. Here's what you need to consider.

Do your clients have plans in place to protect their valuable treasures from the elements?

While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.

Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.

The director of practice management at Genworth Financial offers advisors tips on avoiding common blindspots.

The regulator's staff will investigate nondisclosures, misrepresentations, and more.

The acquisition of Morgan Keegan added hundreds to Raymond James' wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition.

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.

Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.