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Advisors are offered new automated tools to help clients manage a life after work.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Michael Parker joins the regional firm as it ramps up recruiting efforts, netting a number of large wirehouse teams.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Practices can almost get rid entirely of expensive outside accounting services.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

When experienced advisors mentor new planners, they transform the profession in the process.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?