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Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

Carson Group has recruited $1.2 billion in client assets this year across 13 different firms.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.

The advisors managed more than $225 million in combined client assets.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As the bond market drives yields down because of the economic turmoil, mortgage rates moved in concert.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.