Practice

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

The group opted to join HighTower, which has added nine teams so far this year.

Most fortunes disappear by the time grandchildren have taken control.

Comprehensive valuation gives a picture of the present and helps build strategies for the future.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

C.L. King & Associates argued it did not break any FINRA rules.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.