Special Program Root Tag

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Clients only get to reap the rewards of returns after investment expenses are paid.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

The more you learn, the more you realize how little you know.

Why these are more inviting under the new tax law.

More than half of advisors would consider buying a smart beta muni bond ETF for clients, according to a Columbia Threadneedle poll.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

One fund traded more than 800,000 shares in August, its second-largest monthly volume since inception.

Here's how to make the most of high-net-worth clients' charitable nature.

Fees were nearly half the price of the top-performing active funds.

After two to three years into recovery from the region’s 2015-2016 downturn, one manager says there’s a rising chance of a shortened economic cycle.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Clients may be tempted by the income from low-grade securities, but careful research is in order.

For wealthy people, Uncle Sam is a major challenge to asset growth.

The SPDR fund’s assets have surged over 23% this year to a record $16 billion as the retailer inches closer to America’s second trillion-dollar company.