Practice

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

The wirehouse collects for breach of a promissory note.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.

A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says.