Practice

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.

He didn't want to lose and didn't want to do what was necessary to win.

Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

David Strege's firm uses its unusual structure to help clients get more for less.

The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

A new book, 'Practice Made (More) Perfect,' argues that workflow for advisor practices is more science than art.

The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

The Securities and Exchange Commission has charged an Illinois-based investment adviser with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.

Steve Sanduski, the Prosperous Advisor, says it’s important for financial advisors who want to succeed to understand the “why” behind each of their goals. They also must ask themselves if they’re setting these goals for the right reasons and whether they’re in the best interests of their clients.