Practice

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

Consolidating student loans may help reduce payment obligations, but think twice about private refinancing.

Creating a prize-linked saving program is an effective way to encourage more people to save for retirement; plus, how couples can make smart decisions together.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

Even small firms and solo practitioners can reap the benefits of working with a group.