Financial planning

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.

Two Florida advisors have been charged with defrauding their clients, including many retirees, in an offshore fraud scam.

To report a capital loss yet retain a position in the relinquished asset, clients can double up in November and sell the original holding after waiting more than 30 days.

G. Moffett Cochran, co-founder and chief executive officer of Silvercrest Asset Management Group Inc., a New York-based firm catering to wealthy families, which went public in June, has died. He was 63.

Essential elements of a risk-based plan include a thorough analysis of future cash flows combined with in-depth conversations regarding the client’s priorities and goals for a variety of scenarios including death, disability, long-term care, property losses and civil suits.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Really skilled networkers not only take advantage of their own networks, but tap other people's networks as well. Here's how one advisor used networking to build a $325 million practice in five years.

In a number of cases, the IRS is challenging a complex and obscure tax break that benefits some of the nation’s wealthiest property owners.

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

Social media can be treacherous for any large firm. Just ask JPMorgan Chase, which provoked a frenzy last week after its #AskJPM hashtag was hijacked by angry customers. Big banks arguably face more challenges than other large corporations because, while they must use social media to reach out to customers, they still face substantial reputation damage from the financial crisis. Following are some of the worst experiences banks have had to date.

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

Health insurance questions may dominate this year’s conversation, as the Affordable Care Act’s effects become widespread, but advisors should help clients with other key areas as well.

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.