Wealth management

Tapping an IRA to help fund a business may sound like a good idea, but it can end in disaster if clients aren't careful.

This exceptional woman is helping other women transition to better, more financially stable lives.

Why the country's aging population has led U.S. policymakers to seek changes to Medicare 50 years after it was established; Plus, it's never too early – or too late – for your clients to plan for their retirement years and how to fix three retirement-savings flaws.

Savings rates and asset allocations are the key to making retirement accounts last. Here’s an approach that works.

Advisors who are accustomed to serving wealthier clients may wonder how to most effectively assist a middle-class clientele. Here's how to make it work in your practice.

Could talent shortages and old-school compensation plans clip the wealth management industry's wings?

Index funds are surging in popularity, but most advisors continue to favor a blend of active and passive investment strategies.

It’s not just clients; advisors too are anxious that the good times won’t continue.

Security and business continuity concerns must be addressed in service agreements when outsourcing tech operations to a third party.

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A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

The move "is not part of a broader consolidation strategy," Cetera maintains.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

This newly formed $500M RIA specializes in professional athletes and the corporate elite.

Why the old tricks that many investors once used to gauge retirement allocations no longer apply; Plus, the use of private health plans surge as Medicare and Medicaid turn 50 and tips for a smarter retirement investing strategy.

Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip.

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

Why working clients are advised to avoid borrowing from their 401(k) plans to fund their summer vacations; Plus, how Americans left $24 billion in retirement money on the table last year and the seven best places for your clients to retire overseas.

"Make no doubt about it, we are not near a recession," says LPL chief investment officer Burt White.

As long as a nonprofit group stays "on the right side of the line -- even though either you or I would say what they are doing is wrong -- it's still protected by 'judgment,'" or a right to broad discretion in decision-making.