Financial planning

Planners have picked up some bad habits over the years. Here’s what do to about it.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

As a result of the violations, the firm created deficits in foreign and domestic securities valued at hundreds of millions of dollars, FINRA alleged.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Advisors should not overlook client savings accounts as idle funds.

Geography, occupation and family size will determine whether the bill helps or hurts.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

The broker engaged the client in 11 private securities transactions involving private equity and debt securities in companies spanning a wide variety of industries, FINRA alleged.

Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

It’s a common practice but a dangerous one.

Advisors say it’s never too early to start saving for college.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.