Practice

When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.

With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?

Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.

As technology grows more complex, advisory firms must ramp up their expertise.

How one firm helps advisors map out a plan 10 years before retirement.

Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.

With close to half of all bank advisors near retirement age, how are banks planning to replace them?

More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.

The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.

When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.