Portfolio

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Practices can almost get rid entirely of expensive outside accounting services.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.