Practice

Planners can help clients and build family loyalty by having difficult conversations about late-in-life options, says a speaker at LPL Focus.

As programs struggle, Kevin Keller says new Washington planning center will help academic financial planning programs.

HighTower recruited a Merrill Lynch advisor team managing $800 million in assets.

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

Advisors still are not tapping into the Gen Y market, a study from Principal Financial Group shows.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

As a FINRA task force is scheduled to review the regulator's arbitration process, critics are charging that firms are using U5 termination forms to sully advisor reputations.

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.