Practice

Reports that aging clients may not be able to make sound financial decisions because of declining cognitive skills may be overstated, said Laura Carstensen, professor of psychology and head of Stanford University’s Center on Longevity.

A new study attempts to quantify the very real effect that low interest rates and muted yields in certain asset classes could have on investors' retirement planning.

Your IRA Expert answers questions about a potential new cap on IRAs and how to reduce the tax bill of a self-employed person taking distributions from a 401(K).

Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients.

With Mother’s Day just around the corner, millions of Americans are shopping for flowers and gifts. But some advisors may want to offer female clients something more substantive: financial security.

Bruce Karpati, the former national chief enforcement officer of the SEC's asset management unit, has been named chief compliance officer for Prudential Investments.

“This is not an easy business,” Carson told an audience on Thursday of over 500 advisors at the 24th Peak Excell Meeting. “It is a rewarding but difficult business … and we have to constantly reinvest and reinvent.”

Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice.

For solo practitioners, who's got your back? Here's how one group of RIAs decided to support each other.

Personnel development is key to making firms successful. The risk of not putting in the effort to develop employees is having potential successors walking out the door.