Financial planning

Hiring junior people can help free up more time for senior advisors to work with top clients.

This is the primary opportunity to understand their objectives, motivations and expectations.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Some 55 million workers are expected to benefit from myRA, a free, no-risk retirement saving plan for workers whose employers offer no 401(k) or similar plans; Plus, why women have half the retirement savings of men.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.

The newly recruited Wells Fargo team will operate as Cohonesto Financial.

Advisors gasped when they heard that the proposal requires firms to have a website revealing information previously considered confidential.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.