Practice

Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.

The SEC plans to take a close look at potential conflicts of interest in the investment-advisor practices that its examiners oversee, and will ramp up scrutiny of the marketing and performance claims of federally registered advisors, according to the examination guidance the agency recently issued for the coming year.

For years, accountants have heard they should include financial services among their tax or accounting practice’s service offerings, but is that a realistic goal?

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.

The IRS has issued a warning to taxpayers who receive emails claiming to be from the agency.

The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.

Clients who hold valuable land may receive generous tax breaks in return for a conservation easement, but the IRS has made an effort to keep the tax breaks from becoming too generous.

The Year of the Snake began on February 10. According to Chinese folklore, this year will be known for steady progress and attention to detail.

Are active exchange-traded funds just a gimmick? And is there a resolution in sight for any potential further reform of the money market mutual fund industry?