Practice

This is the primary opportunity to understand their objectives, motivations and expectations.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

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

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.

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

Already gaining in popularity among advisors, low-cost annuities could receive a further boost if the Department of Labor's fiduciary proposal goes into effect.

BlackRock has agreed to purchase an $87 billion money-market fund business from Bank of America as it builds scale in an industry grappling with new regulations.

Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.