Practice

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

After being burned by a now-barred advisor's $2 million Ponzi scheme, an ex-client is seeking redress from the advisor's former employer.

The litigator and Washington lobbyist, who will oversee strategic direction and diversity initiatives, does not hold a CFP.

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

Larry Werbel, head of Evolution Partners Wealth Management, intends to plead not guilty on charges that he was paid off by an ex-convict to lure clients into worthless investments, his lawyer says.