Financial planning

Here is a handy checklist for clients preparing to change their living situations.

An 80-year-old client will be better off keeping 70% of her investment portfolio in stocks if her Social Security benefits and pension payments are enough to cover her needs; Plus, can robots close the retirement savings gap?

Here is a handy checklist for clients preparing to change their living situations.

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Morgan Stanley is asking employees to give up their right to sue the firm in class actions for civil rights violations including discrimination based on race, gender or age, according to a former employee's lawsuit.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Following the most recent hacking incident in the financial industry, technology experts weigh in on what this means for wealth managers.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing.

"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors.

But watch out for the pitfalls of this common end-of-year-practice.

Strategizing Wealth Transfers to Heirs to Lower Taxes