Practice

Make flash cards of potential spending goals -- funding a grandchild's education, buying a yacht -- and ask clients to make piles of high-priority cards, suggested Harold Evensky during a session on communication tips.

Social media sounded like a terrible idea to me at first. Here's how I came around.

Obamacare is about to collide with the U.S. tax-filing season, adding frustration for millions of taxpayers trying to figure out how to comply and how much they will owe the government.

While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities.

Two advisors left Wells Fargo to join Stifel.

For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.

The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.

An advisor managing more than $188 million in client assets joined Raymond James & Associates.

Why investors should review changes to investment-related taxes, understand all the rules governing net investment income tax and know what can destroy their tax season.

Forty years after it was launched, the IRA has turned into a major retirement vehicle, but it is no longer the same as it was when first introduced in 1974; Plus, three smart ways to maximize your Roth IRA.