Practice management

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

These three succession planning scenarios can make a tough decision easier.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

While it may be unnerving, a notice of an examination doesn’t necessarily mean defeat.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

In addition, the advisor technology company released three new features and updated its interface.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

The deal is Captrust's 31st purchase in the past 12 years.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.