Practice

It’s extremely tax inefficient to pay off a mortgage using retirement funds

Citi Private Bank nabs talent from J.P. Morgan and Abbot Downing to serve the super wealthy in key markets.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

UBS picked up a Morgan Stanley veteran with $345 million in assets under management.

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouses and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

When it comes to the gender of those in professional roles, people say they would feel most comfortable with women financial planners (this is second only to their preference for female doctors), according to a recent poll by 60 Minutes and Vanity Fair.

Stocks, bonds and gold are not all that glitters for clients' retirement portfolios.

Your clients can’t afford debt in retirement, which means they can’t afford to retire until their debt is paid off.

Simple approaches to help near-retirees avoid an income shortfall.

Bloomberg -- Morgan Stanley Chief Executive Officer James Gorman said there’s almost no chance of another financial crisis like the one that endangered his firm five years ago.