Practice management

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.

One thing she didn't mention: the last time the U.S. taxed capital gains roughly the way she wants to was during the depths of the Great Depression.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

The team went all in on Kate Moss.

Advisors' use of social media is on the rise. Here's how you can be both social and compliant.

UBS lost a two-decade veteran to rival Merrill Lynch.

For the third time in the past year, the wirehouse discharged a long-time advisor with a big book of business, this time alleging "inappropriate workplace behavior."

The departure comes as the British firm prepares to transition its advisors over to Stifel, which is acquiring Barclays’ wealth management operations.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

Critics charge that the fiduciary proposal will be a death knell for the brokerage model in the retirement space, leaving low- and middle-income investors without advice.

Potential regulatory legislation may soon restrict strategies surrounding the backdoor Roth IRA; plus, how to retire on $25,600 a year and why most clients can’t even guess what their Social Security benefits will be.

"While social media is new, the nexus between communication and leadership is not," says a social media branding expert.

New software aimed at helping advisors is coming into the market. But businesses of all sizes have budgets. Here are some tips for effectively implementing tech in your practice.

This time management technique plus these cool apps can help advisors improve productivity and make the most of their valuable time.

The wirehouse picked up three advisors from rivals Morgan Stanley and UBS.

Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.

The new regulations are meant to close loopholes in an interest rate cap that applies to active-duty soldiers and sailors. But financial institutions won at least one important concession.

By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later.

Karen Ann Vodden was sanctioned for failing to disclose her role under powers of attorney for her elderly aunt and uncle. The former advisor worked for community institution Blackhawk Bank.