Client communications

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Technology is rapidly changing many, but not all aspects of the business.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Unhappy with M&A offers, CJM chooses to stay independent.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.