Retirement planning

The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.