Portfolio

One possibility for clients is to reduce their housing costs by downsizing; Plus, despite the passage of the Pension Protection Act of 2006, many 401(k) plans have yet to adopt the auto enrollment and escalation.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

If you find yourself torn between serving clients and growing your practice, you may need some additional staff.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

The languishing performance of LPL shares has drawn the attention of activist investor Richard McGuire, whose hedge fund, Marcato Capital, has taken a 6.3% stake in the IBD.

In a year where ETF launches are running toward an annual record, funds that employ leverage have almost quadrupled.

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.