Financial planning

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.

Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

Opinion: Technology won't replace advisors, says Betterment CEO Jon Stein. But automated investing can add efficiency to one's practice, he says.

For public sector clients, maxing out contributions to a 403(b) plan is a good move if they think their tax rate will be lower in retirement than it is now; Plus, how retirement accounts will change next year.

If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

You may understand all the ins-and-outs of your client’s portfolio, but helping them understand requires a more simplified approach.

Advisors who convey bad news with understanding and empathy can help clients make better decisions about their financial health.

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Help them keep more of what they earn after they stop working.

Fidelity "served as a haven from regulatory oversight as it ignored blatant unregistered investment advisory activity,” according to Massachusetts' top securities regulator.

The traditional concept of retirement is dead, including the basic idea that it marks the end of their working days; Plus, the biggest oversight in most retirement planning.

Help them keep more of what they earn after they stop working.

Dynasty is benefitting from big breakaway teams eyeing the success of their predecessors, but the high-flying platform provider may face competition down the road.

Developing into a leader may entail walking away from the pile of work on your desk sometimes. Diligently doing your job isn't enough to foster the right traits, Bob Veres told attendees at a NAPFA conference.

Credit Suisse advisor teams with $4.5 billion in client assets left to join UBS and Merrill Lynch. But those firms were not the only winners recently in the competition for top talent. See this move and more in our latest recruiting roundup.