Financial planning

How to cut your clients' taxes with ETFs: Plus, using tax-sheltered accounts to save on capital gains taxes and tax-efficient strategies for making distributions from retirement accounts.

To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations.

Federal and state examiners still see compliance failures when advisors take to social media to promote their practice.

Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm.

Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.

Impressed by LPL's size and scale, Faubourg Private Wealth Advisors also liked the idea of working with super-OSJ Level Four for additional flexibility, the firms' investment models and multi-custodian platform.

An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.

Gen X has more money than the younger millennial cohort -- but it has the same cultural disconnect with advisors. Advisors should start worrying.

State securities officials are drafting a model rule that would provide advisors cover if they delayed a transaction when they suspected the client was the victim of exploitation.

It doesn't have to be long, but your annual business plan should be on paper. Here's why advisors should write out their plan each year -- and what they should include.

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year.

All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.

The aggregator says a total of 55 firms have signed contingency agreements with its partner firms.

By acquiring fintech companies Upside and Finance Logix, financial advisor platform and service provider Envestnet is betting that the best wealth management model combines human advisor-client relationships with the latest technology.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

The wirehouse pulled in a group from Barclays, while rival Merrill Lynch picked up another that managed $425 million from J.P. Morgan.

Most advisors know they should deliver great service. But making it happen is a different story. Use these ideas to upgrade the experience you offer.

Some of our favorite recent tax fraud cases.

The Internal Revenue Service’s Criminal Investigation division has created a cybercrime unit to combat the growing trend of identity theft-related tax fraud as the problem morphs into data breaches and becomes more international in scope.