Small business

As this firm founder took stock, he realized his needs had changed over time.

Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

“Do yourself a favor and start saving early,” an expert says.

Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Advisors can’t underestimate the emotional toll an exit can impose.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

Here are the top five areas of design to consider when developing a new brand and core message.

More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

IRS data provides all the information needed to figure out the answer.

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.