Practice

This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

Advisors who’ve been through the deal process offer their recommendations for others considering a deal.

A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

Millionaires are feeling the most optimistic about investing since February 2011, according to Spectrem Group.

Many busy advisors find it tough to run their businesses and stay active across multiple social media channels. Here's some helpful strategies.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.

Advisors must adapt to the coming generational shift, TD Ameritrade Institutional president Tom Nally stressed at the company's annual conference in San Diego.

“If you want to make a client uncomfortable, you should ask them for a referral,” Thomas Fross, the CEO of Platinum Advisor Strategies, said at the Platinum Top Producers Boot Camp.

Financial advisors may have breathed a sigh of relief after lawmakers reached a deal to avoid the fiscal cliff, but the next several weeks will bring more debate, and potentially more turmoil, over big-ticket budget items that could dramatically alter the strategies you recommend to clients.