Practice

Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

The coming year expects to be hectic for banks' regulatory teams as a bottleneck of new rules come due, including everything from the proprietary trading ban to Basel III to a new mortgage disclosure framework.

Are advisors doing clients a disservice when they prepare to hand over the reins?

A former Merrill Lynch advisor has joined Abbot Downing, a unit of Wells Fargo that serves ultra-wealthy clients.

Some 49% of Americans end up retiring unexpectedly. How do financial planners best help clients in this situation refashion retirement plans?

Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70?

After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

The CFP Board is seeking to position itself as a guidepost to advance varied efforts to even out the gender gap in a profession in which men hold a substantial majority of positions and dramatically out-earn their female colleagues.