Financial planning

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.

Treat their tax liabilities as expenses, and plan accordingly.

"There's a plethora of [private equity firms] sniffing around, and I think all the big firms are being pursued," says Brent Brodeski, CEO of Savant Capital Management.

Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.

Intelligent planning can help both parties save money.

Bleakley Financial Group is now using LPL's Private Advisor Group to provide its clients with custodial and broker-dealer services.

The Swiss-owned bank settles with regulators who say the firm misrepresented the risks tied to debt securities packaged with derivatives, leading to client losses of $5.5 million.

Intelligent planning can help both parties save money.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.