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Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.

If you’ve built a productive advisory practice, you know that the single most important resource for prospective clients is your existing book of clients. Unfortunately, Ken Haman says asking for referrals from your current clients can do more harm than help.

The justices unanimously ruled in favor of two Gabelli Funds LLC officials seeking to block SEC claims that they improperly let a client engage in market timing, a practice of making frequent, short-term trades at the expense of other investors. They contend the SEC missed the five-year deadline to file the lawsuit.

Accountants who want to offer wealth management services for clients can benefit from a knowledgeable partner, and that’s what Paul Saganey, president of Integrated Financial Partners, hopes to provide.

Will Rogers has been quoted as saying, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Earlier this year, Congress passed the American Taxpayer Relief Act of 2012, which may have prevented us from falling off the fiscal cliff, but further complicated the already complex world of income taxation of estates and trusts.

PIMCO has launched the PIMCO Emerging Markets Full Spectrum Bond Fund (PFSIX), which it touts as a "one stop" fixed income strategy to bet on investment opportunities in the developing world.

“Investors can find their account balances anywhere,” said Kevin Crowe, head of solutions for SEI Advisor Network. “We found they want their advisors’ technology to help identify clients’ goals, create plans, and show what progress is being made towards meeting those goals.”

Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively.

PIMCO has launched the PIMCO Emerging Markets Full Spectrum Bond Fund (PFSIX), which it touts as a "one stop" fixed income strategy to bet on investment opportunities in the developing world.

For the week ended Feb. 20, investors steered an estimated $11.29 billion into mutual funds, down 11% from the previous week.