Practice

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.

As of May 2, CFPs will lose the right to sue the board.

Family office advisor Rick Flynn rebranded his practice and teamed with two other veterans. Here’s what happened.

Pricing models can be a barrier to signing up millennials, especially when advisors have asset minimums.

Building a team that has clarity, mastery and autonomy takes more than just a hunch.

Moving to a new location doesn’t necessarily deliver more clients.