Financial planning

Visualization can help clients address imminent risks to their retirement by allowing them to answer questions that contribute to making sound financial decisions; Plus, eight money moves your clients should make before retirement.

Leadership positions at the firm have been filled to balance its recent wave of RIA recruitments.

Europe’s last global banks are caving in to pressure from regulators and preparing to tell investors just how much their aspirations will shrink.

They can help reduce the tax drag of required minimum distributions.

The first piece of advice for elderly clients is one of the most basic--reduce spending; Plus, when should retiring parents have 'the talk' with their children?

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

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

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

The best way clients can take IRA withdrawals. Plus: ways to kick start your client's tax free retirement savings, and what you need to know about form 1099-C.

Treat their tax liabilities as expenses, and plan accordingly.

HD Vest will marry its data mining capabilities and lineup of advisors to Blucora's free online tax preparation platform, but CEO Roger Ochs won’t call it a robo.

"The Barclays teams needed to make a decision quickly, but we're also talking to several more teams who are not with Barclays," says Tom Palecek, Summit Trail Advisors partner.

Executives say intuition, networking skills sets female advisors apart from their male counterparts.

The chief executive of the self-regulatory organization urges against duplicating regulatory efforts, and adds that big data will soon define how regulators operate.