Practice

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

Advisors considering a change of venue need a game plan and a clear sense of who 'owns' their client relationships.

In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?

Clients deserve straight answers on the ways they pay for your services.

Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.

For fiduciary advisors, a decision by federal judges finding mismanagement of a company's 401(k) plan could have far-reaching consequences.

Shape your firm's messaging by focusing on the different ways to trigger a response in others.

Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions.

In an increasingly digital age where people have become accustomed to getting information, making contact and plugging in whenever and wherever they want, some advisors have trouble turning work off.

Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.