Practice

Retirement planning: men can learn from women; Simple way for retirees to save on prescription drugs; 5 expenses that will improve your retirement

As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

Federal workers lose big by pulling out of low-cost retirement plans; in ruling on California's bankruptcy, judge challenges sanctity of pensions; 5 things to remember when selling your business for retirement

President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

Raymond James & Associates recruited a wirehouse advisor who generated over $1 million in revenue, managing more than $120 million in assets.

Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.