Small business

A checklist for advisors who have clients looking to launch a new business.

One step for clients is to avoid investing the money that they will need within a five-year period.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

Don’t let them do a deal before you bring up these important topics.

The PricewaterhouseCoopers recruit will work with wealth management experts whose clients are looking for an investment bank to lead the sale of their business.

Avoiding these mistakes with a small business is essential.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

If a client becomes incapacitated, who will give the financial planner directions?

Clients who are freelancers can be a good source of referrals, but they also need more attention.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?