Practice management

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.

There are many misconceptions about pay at advisory firms. Here are the most common.

Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.

Top priority: Simultaneously taking care of yourself, your clients and your employees.

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.

Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.

“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.

Good compliance management software means no more overlooked emails, or documents gathering dust in filing cabinets, says BasisCode Compliance CEO.