Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.
Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.
Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
