Financial planning

New websites offer a higher yield alternative for the fixed-income segment of a portfolio.

The goal isn't to avoid paying the IRS altogether -- it's to maximize after-tax returns. These five tactics can help advisors help their clients.

It's not just about creating alpha or finding yield, but also showing clients how to enjoy their savings.

Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.

Which group of advisors is truly subject to stricter oversight? FINRA may not be telling the whole story.

Looking for a relatively inexpensive way to connect with the clients in your target niche? Tell your story.

You need some sort of economic glue, such as a revenue-sharing agreement, to hold a strategic alliance together. These 5 steps should get you started.

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.

The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.

Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.

Emily Pitts, general partner at Edward Jones, relates how she found her calling in educating clients about financial planning.

Readers asked if a branch manager is allowed to telecommute. Alan J. Foxman has the answer.

With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

The CFP Board now has two big industry players backing its effort to increase the number of female financial advisors.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

Mainstay Capital Management specializes in helping auto industry employees manage their retirement accounts.

Client investments in emerging markets, China and Japan should be watched closely by financial advisors, according to global markets experts speaking at TD Ameritrade Institutional's national conference.

The CFP Board plans to show off new ads for its extended Let's Make a Plan publicity campaign.