Practice

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

Increased taxes on long-term capital gains has renewed interest in trusts that can sell donated assets, avoid tax, and pay a stream of income to the donors.

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Family business owners are more focused on sustaining their business’s longevity than on sustaining wealth across future generations, according to a new survey.

Retired Congressman Barney Frank, one of the architects of the Dodd-Frank financial reform law, called Friday for both stringent standards and lenient enforcement around the law's much-watched Volcker rule.

MBIA agreed to insure a $1.16 billion pool of mortgages without its employees reading a report the bond insurer now claims was altered to hide flaws in the loans, JPMorgan Chase’s lawyers told a judge.

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

An SEC advisory committee on Friday recommended that the commission appeal to Congress for authority to collect user fees from advisors to enhance its oversight of the RIA sector and enact rules to tighten regulation of broker-dealers.

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.