Practice

CPA teaches other accountants to also become planners.

Alabama Firm With $1 Billion in AUM Affiliates with LPL

Initial reading of 48.7% shows a modest contraction in business activity

They may seem overwhelming to plan, but marketing events can be very effective to thank existing clients or find new ones.

It takes plenty of schooling and savvy to coach executives.

In a litigious era, planners need to be able to prove that they proceeded prudently.

John Bogle, the legendary champion of index funds, believes advisors add value - and it's not in trying to beat the market.

A proposal to deal with RIAs' regulatory advantage over independent broker-dealers.

Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.

A bitter dispute between a father and two of his children underscores how vital it is to review estate plans annually.