Financial planning

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

The new budget agreement eliminates the spousal benefits aspect of the file-and-suspend claiming strategy; Plus, clients are advised to contribute to a tax-advantaged health savings account before reaching the age of 65.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

8 tips for advisors on getting their message out.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.

Why one advisor specializes in helping clients who come into sudden wealth.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

Provide informative and entertaining tidbits to engage clients and attract new ones.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

The self-regulatory organization plans an internal and external search to replace the industry veteran.

One possibility for clients is to reduce their housing costs by downsizing; Plus, despite the passage of the Pension Protection Act of 2006, many 401(k) plans have yet to adopt the auto enrollment and escalation.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

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

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

The languishing performance of LPL shares has drawn the attention of activist investor Richard McGuire, whose hedge fund, Marcato Capital, has taken a 6.3% stake in the IBD.

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.