The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.

Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

The top state has a total tax burden of 12.02%.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Experts say it's important to examine clients' relationships with money but there is an ethical line when such conversations should be led by licensed professionals.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

More than a half dozen experts explain the key practice management and professional development implications of behavioral finance and financial therapy.

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.