Practice

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Want to upgrade your skills? This reading list helps planners stay sharp.

Three-quarters of economist surveyed by Bloomberg in August say the Fed will lift the upper bound of its target rate to 0.5 % at its Sept. 16-17 meeting.

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

The firm suffered another arbitration loss this week to clients seeking damages related to the firm's closed-end funds of Puerto Rico municipal bonds.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

"Many expect to continue working in retirement,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies.