Practice

The new proposals may end up being the best thing that ever happened to ETNs.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.

Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.

“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.

You must keep a clean record because longevity and productivity no longer provide immunity from compliance problems, even for top talent, a leading recruiting expert says.

Good compliance management software means no more overlooked emails, or documents gathering dust in filing cabinets, says BasisCode Compliance CEO.