Financial planning

The IRS is being urged to bolster its enforcement efforts on multimillion-dollar IRAs in a new government report that also encourages Congress to provide more direction.

Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.

Understand the most common behavioral financial biases -- and know how to confront them when your clients are trying to sabotage their own portfolios.

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.

Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now.

Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.

Want a better way to help staff improve? Here's how to turn the end-of-the-year ritual into an experience that's productive for you and your employees.

Bank and thrift holding companies generated record revenue from their wealth management businesses in the first half of 2014. Here are the top 10 banks whose wealth management programs grew the fastest during this period year-over-year.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

FINRA hands out 18-month suspension, $10,000 fine and $233,000 in 'disgorgement' for selling away and nondisclosure issues, documents say.

The Atlanta-based IBD, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform, is closing in on a record $20 million in new revenues this year.

Investors can protect their assets by asking their advisors the questions asked by the SEC; plus how to plan for an unplanned retirement and what to do before getting out of debt.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

Point72 Asset Management said it took a 5.1% passive stake in RCS in a Nov. 14 regulatory filing.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

The 3-year old branding campaign has raised awareness among the CFP Board's target market of mass affluent investors by 6%, to the point where nearly one-third of that audience recognizes the CFP brand.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

A hearing last week dealt with one case that could have far-reaching implications -- challenging Maryland's authority to tax all income of a resident whose business pays taxes to other states -- while another case coming up on the Affordable Care Act promises to have even bigger ramifications.

Americans can limit their spending, work past their retirement age or accept that they could spend their golden years in poverty; plus the benefits of a phased retirement and tips for choosing a country in which to retire abroad.