Practice

Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.

Use this 9-step process to request (and receive) referrals from your existing clients.

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.

As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

2012 has been a good year for John Hancock Funds.

Hurricane Sandy disrupted financial markets in a way not seen since 1888, when a blizzard dumped 40 to 50 inches of snow across the tri-state area, forcing the New York Stock Exchange to close for two days that March

Rep. Barney Frank, D-Mass. has introduced a bill that would merge the Securities and Exchange Commission and the Commodity Futures Trading Commission to form the Securities Derivatives Commission.