Wealth management

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas.

Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.

Instruction should focus on the specific needs of the elderly, including how to spot and deal with cognitive decline or financial abuse.

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

Summit Financial, based in Westlake Village, Calif., is a primarily fee-based RIA offering clients investment management, insurance and retirement planning, says Triad, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform.

New rules would bog down independent advisors in 'busywork' without producing enforcement gains, Brian Hamburger argues.

Savant's latest deal exemplifies a growing M&A trend: Larger RIAs buying smaller advisory firms, often in the same geographic region.

Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.