High net worth

Advisors should not overlook client savings accounts as idle funds.

Geography, occupation and family size will determine whether the bill helps or hurts.

The broker engaged the client in 11 private securities transactions involving private equity and debt securities in companies spanning a wide variety of industries, FINRA alleged.

Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

Advisors say it’s never too early to start saving for college.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.