Practice

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Advisors should be aware of the pitfalls in advising clients to retire in other countries.

Studies show that those who continue working into retirement are healthier, both physically and mentally, than those who quit.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

A bear market near the start of retirement can speed portfolio depletion.

Advisors could get additional business consulting individual employees within MEPs.

Even those with significant health issues may never need to pay for nursing home care.

Heightened demands for data from regulators has meant the past practice of using spreadsheets to collect information is not only outmoded, but could leave a firm exposed to liabilities.