Financial planning

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.

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

Prices and guarantees will improve for clients as robo-advisor tools continue to develop in the annuity industry; Plus, these two moves can ensure your clients will retire no matter what happens with the market.

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

As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates.