Practice

This year may be the best time for business-owning clients approaching retirement age to sell.

Attorney Alan Foxman answers readers most pressing regulatory and compliance questions, including from one advisor who ran into troubles after being given authorization by a client to make trades on their behalf.

Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Indian regulators plan to allow online marketplaces such as Flipkart and Amazon.com to offer funds alongside other products

United Capital anticipates adding $1.5 billion in assets in buying Select Financial Group and PSA Insurance & Financial Services.

Is it time to take a closer look at private foundations?

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

Advisors who focus on getting all the assets of their crème de la crème prosper.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.