Practice

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.

The IRS has issued a warning to taxpayers who receive emails claiming to be from the agency.

The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.

Clients who hold valuable land may receive generous tax breaks in return for a conservation easement, but the IRS has made an effort to keep the tax breaks from becoming too generous.

The Year of the Snake began on February 10. According to Chinese folklore, this year will be known for steady progress and attention to detail.

Are active exchange-traded funds just a gimmick? And is there a resolution in sight for any potential further reform of the money market mutual fund industry?

The largest purveyor of money market mutual funds in the United States this month told the Financial Stability Oversight Council that no further reform of such funds is necessary.

Mike Tyson is preparing for another fight -- this time, with his former financial planner.

These are the biggest money blunders clients make. By getting ahead of the problem, advisers can make themselves more valuable.