Practice

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Consider every encounter at work and in your community an opportunity to create a positive reputation for your business.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

Advisors should understand the personality styles of their branch managers for financial success, job satisfaction and comfort within their own firm.

Teams can be more productive, acquire more clients and tend to have better long-term growth, but joining or building a group that will thrive is no small task.

LPL's net income dropped 4.6%, as the firm recorded $11 million in regulatory and legal bill for the first quarter.

If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates.

In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000.