Practice

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Merrill Lynch’s head count isn’t suffering, but some regional BDs have grown by thousands in the past five years.

Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.

The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.

The firm "deprived its clients of unbiased financial advice," the regulator says.

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.