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Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Netter is a partner in the Washington DC office of Mayer Brown’s Litigation & Dispute Resolution practice, and a co-leader of the firm’s Supreme Court & Appellate group.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

In addition to leading a team of portfolio managers, Pai heads the firm’s equity strategy with the members of its investment leadership, fixed income, asset allocation and research units.

Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

Cathy Curtis, a CFP, is the principal of Curtis Financial Planning in Oakland, Calif.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.