Practice

There are many benefits to living in a low-tax state, but it’s not as easy as just packing those boxes. Help clients make a move wisely and meticulously.

With a proliferation of mobile devices, developers are offering tools that keep compliant records of all types of digital communications.

Letting employees own a piece of the business increases loyalty and revenue.

ETFs may be so complex and subject to such volatility that they require a distinct set of rules from equities, suggested SEC Commissioner Kara Stein.

Too much of it is designed to sell products rather than to enable advisors to actually provide the guidance clients are seeking.

Strategic alliances with other professionals can help advisors draw valuable clients.

The small producer is being squeezed out by the industry's focus on bigger profits and larger accounts.

Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax situation varies from year to year; plus, how to figure out the amount of your client's IRA required minimum distribution.

Marketing and DC plan specialists from SEI Institutional Group discuss the meaning behind the phrase; the 'DB-izing of the DC plan.'

Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.