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Clients can save an average of $2,500 off the sales price by striking at the right time.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

To prepare for questions — and their own filings — planners should note these tips.

A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Be careful when giving gifts over $100 in value.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

Investors have grown cautious following October’s rout in global markets.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.