If you find yourself torn between serving clients and growing your practice, you may need some additional staff.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.

Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt rises.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Female planners can gain an edge in their practice by creating an environment more inviting to clients.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

The median state pension last year had 70% of the assets needed to meet promised benefits, up from 69.2% in 2013.

Small market participants have less access to support and appear to be less knowledgeable and engaged in their workplace retirement plans.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors.

There are big payoffs for advisors who plan carefully.

How one firm helps advisors map out a plan 10 years before retirement.

A slideshow of education-related tax opportunities

The discussion of what happens to an advisor’s book is parallel to the conversations that advisors should be having with their clients: Prepare for the future and the unexpected, says recruiter Elizabeth McCourt.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

RIA firms looking to grow need to develop a strategy when looking for new talent, according to Kelli Cruz.