Practice

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

FINRA accused the advisor of unlawfully "structuring" a total of $77,560 by depositing cash into his bank accounts in amounts just below the $10,000 reporting threshold.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.