Wealth management

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.

Mike Greene will serve out the term of Joe Votava, who resigned earlier this year as chair-elect due to personal and business reasons.

Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Hybrid robo Autopilot provides clients with a 24/7 asset management call service, while Market Movement Strategies connects advisors with top strategists.

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study.

Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.

A trio of advisors leaves the wirehouse for the independent channel at Raymond James.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.

Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

Advisors with older clients should watch for these signs that a client may be in trouble.

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

Amid persistent criticism from industry groups, a Labor Dept. official says the comment process will be pivotal to getting the fiduciary proposal right.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.