Practice

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

Hackers with Wall Street expertise have stolen merger-and-acquisition information from more than 80 companies for more than a year, according to security consultants who shared their findings with law enforcement.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

“It is easy to screw it up, and it’s happening a lot,” says Robert Gordon of Twenty-First Securities.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.

Creative ways to measure the effectiveness of an advisor's online efforts.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."