Practice

Help clients protect what has taken them a lifetime to accumulate.

The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings.

A slideshow of education-related tax opportunities

New, sweeping SEC proposals aimed at enhancing the liquidity risk management practices of mutual funds and ETFs have the asset management industry greatly concerned about unintended consequences affecting their businesses.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.

As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't.

The association's board of directors chose a new president-elect, as well as three new board members. The changes come as the association generally supports the Labor Dept.'s proposed fiduciary rule, but with certain changes.

Paydays are on the rise for advisors and other key personnel in wealth management, according to a recent FA Insight study.

Advisors who highlight fee transparency gain an advantage.

High-income clients pay more -- perhaps much more -- for Medicare Part B coverage.