Portfolio

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Create a performance management process to get the most from staff members.

Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.

Advisors should assess critical assets of the service agreement beforehand.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Woe to the client whose advisor fails to detect these common errors.