Practice

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

The new hires come from rivals Merrill Lynch, Wells Fargo and RBC.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

The decisions made before they retire are integral to their success, according to an expert.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.

It’s the sixth time so far this year that former Credit Suisse advisors have won damages against the firm.

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.