Ron Carson, Steve Lockshin and Marty Bicknell among those investing as the personal financial information market heats up.
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
More advisers are turning to practice exams to help evaluate compliance risks and identify oversight gaps before the SEC comes knocking.
Whether big or small, tech adoption or upgrades should be approached with a project management strategy.
Whether on camera or including graphics, videos are a way to connect with clients.
Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.
Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan
How business owners can prepare themselves now for eventually handing over the reins to their successors.
Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.
U.S. District Judge Richard Leon made public Tuesday his opinion in a lawsuit over CFP Board's disciplinary action related to adviser use of the 'fee-only' label.
Broader work experience definition allows columnist to use designation.
Washington's political atmosphere makes the panel too adversarial to get anything done.
Risk-protection strategies are proving to be popular for advisers to recommend to their skittish clients, but haven't gained traction among the majority of robos
To thrive as a profession, we need to better demonstrate what it means to be a profession by putting our clients' interests before our own
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Edmond Walters, founder and CEO of the financial planning software firm, has resigned effective immediately, months after the firm was acquired by Fidelity, which said the firm's operations will continue without interruption.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
