Practice

The fiduciary rule was an unintended gift for those who focus on income distribution planning.

Advisers and clients may think it doesn't matter which account makes the distribution, as long as the total calculated amount is taken from some account. They are wrong.

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

The team's three advisers all worked at the wirehouse for more than two decades.

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

Timing is everything. Are you prepared with planning advice for each stage of life?

Industry firms taking a similar approach can clarify confusion for clients and stem attrition among adviser ranks.