Practice

With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.

Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals.

An advisor's initial instinct when notified of a pending examination may be to worry or be nervous. We recommend that you take fear out of this process, though. Once you receive notification of a regulatory examination, stay calm and follow these seven steps.

The IRS issued a consumer alert warning taxpayers to beware of tax preparers who tell clients to give them their health insurance paymen

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

Handing off responsibility can be scary and challenging. But it's the only way to empower staff and position your firm for growth. Use these tips to be more effective.

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.