Practice

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

SEC Chairwoman tells lawmakers that a uniform fiduciary proposal is advancing and appeals for a funding increase that would be used to beef up advisor exams.

A study finds that the percentage of older Americans over 75 who take five or more prescription drugs jumped to 47% in 2011 from 24% in 1999; plus, who is exempt from Social Security taxes.

A handy cheat sheet of some of the most useful Social Security planning strategies.

Implementing the rule is a key legacy goal of the Obama administration.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Although an arbitration panel sided against the wirehouse, it awarded her far less than the $476 million in damages she had sought.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.