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Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Clients only get to reap the rewards of returns after investment expenses are paid.

Steve Pitchford is a CFP and the director of tax and portfolio planning at Towerpoint Wealth in Sacramento, California.

Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.

Nicquana Howard was associate editor for Digital Insurance.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

Cory Panning is a managing consultant at Findley, an HR and employee benefit consulting firm.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

Jo-Ann Smith is director of technology risk management and data privacy at Absolute.