Practice

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

Risk aversion is what everyone thinks about first, and getting the lawyers involved is what everyone thinks about second.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

See which independent broker-dealer boasts a compliance staff of more than 500, and which top firms have fewer than 100.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.