Retirement planning

Clients won’t experience retirement like others in the past, but advisors can help them surrender retirement expectations.

From managing the staff to prospecting for next gen clients, leading experts share their best advice on growing a business.

"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC.

Retired couples may qualify for untaxed dividend income and long-term gains.

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.

Here are not-so-common ways to help clients save more.

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

Advisors are even better than travel agents at helping retirees attain their vacation dreams.

Panel envisions a recognizable credential that would help investors distinguish between financial professionals committed to clients' best interest and those pushing products.