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A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

How clients who get a head start covering certain costs can boost deductions. Plus, breaks that will likely disappear when Trump takes office.

Arish Ali is CEO of Skava, an ecommerce platform provider and wholly owned subsidiary of Infosys.

Daniel Farley will lead a team of wealth management professionals serving wealthy clients in the greater Minneapolis-St. Paul area.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Gene Hoffman is CEO of Vindicia. He also founded eMusic and was business development director and director of interactive marketing at Pretty Good Privacy.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.