Small business

"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?

Nothing in the 401(k) plan market changes overnight and some caution that while robos may have a valuable role to play in helping prepare employees for retirement, employers need to do their due diligence.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.

Founders are the biggest offenders when it comes to ignoring these procedures.

Creating the right playbook and calling the plays are key to your client's success.

The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.

A careful merger of exuberance and realism fuels success for clients.

Lendio, an online lending marketplace for small business, raised $20.5 million of equity capital in a recently completed funding round.

New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns.

A couple who bought a business using money from their self-directed IRA faced a big tax bill as the value of the business increased; Plus, how to transition your clients before you retire.

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.