Practice

Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.

Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.

Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.

This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

Advisors who’ve been through the deal process offer their recommendations for others considering a deal.

A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

Millionaires are feeling the most optimistic about investing since February 2011, according to Spectrem Group.

Many busy advisors find it tough to run their businesses and stay active across multiple social media channels. Here's some helpful strategies.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.