Practice

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.

There are many misconceptions about pay at advisory firms. Here are the most common.

Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.

Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.

Top priority: Simultaneously taking care of yourself, your clients and your employees.

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

The land grab for a potentially lucrative market is happening now.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.