Practice management

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Unconflicted enforcement of the new code requires monetary investment from certificants.

Dual-income couples benefit less from Social Security.

One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.

The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.

Advisors can’t underestimate the emotional toll an exit can impose.

Former All-Star Tony Parker, newly hired by a planning firm, and top wealth managers offer new pros free financial advice.

Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Sanctuary Wealth firms now have over $10 billion in client assets.

The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.

There are dangerous misconceptions that can lead to financial hardships in retirement.

Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

How to know when you’ve reached that just-right size.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.