Practice

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.

As signs of stress mount in credit markets, a $788 million mutual fund is blocking clients from pulling their money so its holdings can be liquidated in an orderly fashion.

Those mourning the loss of loved ones likely won’t appreciate this traditional gesture.

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Setting aside 15% of income for retirement may not be enough to build a nest egg that is adequate to cover living and other costs in the golden years; Plus, why investors should say no to universal life insurance as a retirement fund.