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Tax courts frequently deny exemptions for retirement account distributions.

Planners make mistakes - surprise! - that are wired into the human mind. Test your Mr. Spock quotient.

Clients may want to jettison disability insurance, but they'd likely be better off reducing coverage rather than eliminating it.

Trust is paramount among wealthy immigrants. Expect phone calls on weekends.

Why has the association's membership been slipping the past 11 years? More important, what can we do about it?

Wells Fargo Advisors hired a father-son advisor team in Oak Brook, Ill. from UBS Financial Services. Robert Iorii, Sr. and Robert Iorii, Jr. , who joined on Oct. 14. Iorii Sr. oversaw $49.83 million in client assets and had $617,219 in annual fees and commissions. His son had $99.65 million in client assets under management and $1.26 million in annual production.

Was a complex product sold to a wealthy family that was only suitable for an institutional client?

The co-founder of priceMetrix discusses his firm's study of sympathy pricing and what it means for advisors.

Winners will include—not only cyclical sectors that do well early in a market cycle—but also defensive plays.

Comforting A Client through Loss And Grief