Small business

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.

The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough

Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them.

Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies

Once obscure, business development corporations, small business investment funds, are attracting attention.

The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses.

Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.

Community banks are revamping branches and offering new services in an effort to become trusted advisors to small businesses. Such a transformation is often easier said than done.

Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce.

Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?

Most businesses start out small, and many don't survive. But for advisors who take the long-term view, there is a wealth of opportunity.