Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month
Despite the current challenges, including working separately from business partners and staff, now is the time advisory firms should be laying the groundwork for their next phase of growth
Some firms are waiving or reducing fees for clients who have been financially affected by the current crisis
Asset managers, who spent much of the past decade battling low yields, are now raising cash to seize on deep discounts
The owners of standout firms took pay cuts, but kept investing in the business
The founder of Integrated Partners shares good deeds he's seeing in the industry, including one adviser’s effort to ensure students in his community have food
The agency may not complete the legislation until late in the year, while it deals with fallout from COVID-19
Travel restrictions and uneasiness about in-person meetings mean recruiting is moving online
The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity
Its purchase of North Carolina’s Willingdon Wealth will add 16 employees
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
The economy is largely shut down, making it difficult to determine the value of commercial real estate
Survey shows majority of advisory clients still plan to retire on time
Ken Van Leeuwen finds bringing food to older clients in Princeton, N.J., helps him feel better during this challenging time
Contributions from donor-advised funds could make difference for struggling nonprofits
Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security
Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds
Advisers still want to network, but are asking for a price break on the cost of admission
The IBD will add the San Diego firm's 20 advisers via the purchase
Just 30% of U.S. investors were optimistic about the outlook for their own economy, versus 55% of Asian investors, according to a UBS survey
