Special Program Root Tag

Here is a handy checklist for clients preparing to change their living situations.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Only 10% of ETFs are in positive territory, after market selloffs in the U.S., Europe, and Asia, and a plunge in commodity prices.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

One inevitable change caused by low-cost, online competition is how advisors will structure their compensation, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

CSOP Asset Management lowered the fee on its first U.S. exchange-traded fund tracking Chinese stocks and plans to start two ETFs after an equity rout wiped out $5 trillion in market value.

But watch out for the pitfalls of this common end-of-year-practice.

Strategizing Wealth Transfers to Heirs to Lower Taxes

Help clients deploy their RMD funds to cover both expenses and taxes.

The Federal Reserve’s first interest-rate increase in almost a decade can’t come soon enough for ETF providers such as WisdomTree Investments.

Help clients deploy their RMD funds to cover both expenses and taxes.

If clients have too little saved for retirement, advisors can help them budget better.

Angry customers have filed hundreds of arbitration claims with FINRA, seeking more than $1.1 billion in damages from UBS after huge losses in the tax-free bond funds. Three of UBS Puerto Rico's five offices have closed since 2010, and nearly 60 of the unit's 140 financial advisors have left.

If clients have too little saved for retirement, advisors can help them budget better.