Practice

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

The heavy buying in the ETF continued on Thursday, with two trades worth a combined $57 million.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.