Practice

Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.

A Phoenix registered investment advisor has agreed to pay nearly $275,000 to the SEC in a case stemming from the sale of a stake in his firm -- at an allegedly inflated price -- to a client.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

In 2010, U.S. households headed by seniors older than 75 carried an average of $27,409 in debt, up from $13,665 in 2007.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

In 2012, almost seven in ten advisors (69%) operated in a team-oriented structure, up from 61% in 2011.

Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.

By some estimates, roughly 80% of typical small business owners net worth is tied up in their company. Yet, according to experts, most entrepreneurs have not taken the time to formally value their businesses.

The Internal Revenue Service said Wednesday that it has observed problems with the filings for education tax credits that could be delaying processing of tax returns.