Practice

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

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.

Michael Parker joins the regional firm as it ramps up recruiting efforts, netting a number of large wirehouse teams.

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.

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