Portfolio

From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.

From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.