Table of Contents

Issue Date: September 24, 2016


Advisers face big challenges in helping clients prepare for health-care costs in retirement

By Greg Iacurci

Longevity, rising costs make preparing a solid health-care budget next to impossible. (Related read: Health-care costs squeeze retirement savings)


SEC should refrain from branding advisers as fraudsters over poor continuity planning

Kudos to the Securities and Exchange Commission for shining a spotlight on the importance of succession planning by financial advisory firms. But let's step back and take a deep breath before branding those firms that come up short of the SEC's

Practice Management

News for Financial Advisers

The Tax-Conscious Adviser