Practice

The Lifetime Income Analysis Tool boosts 401(k) contribution rate from an average of 7% to 8.6%.

Self-regulatory officials may assess fees on municipal advisors based on their advisory activity and are focused on disclosure to retail muni investors.

Frustrated by the lack of progress with a global settlement between the 50 state attorneys general and the top mortgage servicers, federal banking regulators are expected to move forward with their own enforcement actions against 14 servicers as early as next week.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

Supporters argue the new agency has unprecedented power that needs to be checked, but others contend the GOP simply wants to undercut an agency it never liked to begin with.

Bank of America Merrill Lynch's retirement services unit is generating significant new business, much of it from existing clients of the bank.

We're all guilty of allowing little things to distract us from what we should be doing. But the more efficiently you work, the bigger the returns you will receive. Follow these 11 rules to keep time-eating distractions at bay.

Experts predict that social media may be the next area of scrutiny for the self-regulatory organization.

Have you helped your clients decide exactly when they will retire? It can make a significant difference-down to the month-in determining how much they will get in Social Security benefits.

If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.