Practice

Millennials with college loans may want to hold off on getting married to save on their taxes. Plus, tax savings for affluent families, and five smart tax moves your client can make in 2016.

Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.

An imaginary look at how one very prosperous firm might approach a new set of standards.

Retirees are now allowed to make charitable donations by transferring money directly to a qualified nonprofit organization from their IRAs; Plus, why inheriting a Roth IRA isn't always the best news.

These are savvy ways for advisors to keep in touch with clients and reach out to prospects.

Earlier this year BlackRock, the largest asset manager in the world, announced that it would follow Fidelity and Federated in making changes to its money market fund offerings.

Third Avenue Management was sued by an investor who said the firm failed to maintain adequate liquidity despite signs the fixed- income market was increasingly volatile.

The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.

One planner sends an email saying: “Stocks periodically go on sale because people panic.”

When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.