Practice

Here is a handy checklist for clients preparing to change their living situations.

Small market participants have less access to support and appear to be less knowledgeable and engaged in their workplace retirement plans.

Here is a handy checklist for clients preparing to change their living situations.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

A retired couple alleges their advisor lost millions through negligence and misrepresentation of certain securities, but the firm says that the clients were sophisticated self-directed investors.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.