Practice

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Clients should consider postponing their retirement, especially if they work for the federal government.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Experts say such cases are commonly filed by advisors yet difficult to win.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

David Bahnsen told the president that that Milken’s prosecution was a result of “a period of class envy run amok.”

The new hires join the fast-growing regional firm from Baird and J.P. Morgan Securities.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Fintech entrepreneurs with a common mission: to help planners, not disrupt them.