Practice

Clients should start preparing emotionally, as well as financially, for retirement at least five years early; Plus, downsizing your home isn't always a good idea.

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

The wirehouse recruited advisors from rivals Merrill Lynch and UBS.

Merrill's newest recruit managed more than $185 million in client assets while at UBS.

A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.

Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.

Board quietly hires former SEC official; critics call for CEO Keller's departure as well.

A complaint that Schorsch instructed ARCP executives to shift numbers in the company’s second-quarter results to cover up errors from the first quarter is part of a defamation suit against ARCP, Schorsch and former ARCP Chief Executive David Kay, according to The Wall Street Journal.

Five ways to shrink your client's tax footprint, tax moves to make still in 2014, and clients ready for IRA charity contributions.