Practice management

Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Richard Ketchum voices support for SEC to move on a uniform fiduciary standard for brokers and advisors, while warning of unintended consequences from DoL's proposal.

Put affluent clients' annual contributions into an IRA and then convert it to a Roth on the same day, says Aspiriant's Ray Edwards.

The wirehouse advisor moved to the independent channel at Wells Fargo.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

One of the recruits oversaw nearly $210 million in AUM and had $1 million in annual production before making the move.

According to a survey of these elite leaders, wealth managers are leaving for more intimate work environments, and more will be making a move.

401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.

Instruction should focus on the specific needs of the elderly, including how to spot and deal with cognitive decline or financial abuse.

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Wealth management firms are fighting negative perceptions to recruit college students and other millennials to the business.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.