Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
With recent market swings come opportunities for advisers to lower their clients' tax bills.
Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.
Planning for the spend-down phase more important than ever given the longer time horizon
Two advisers from the elite unit broke away to start their own RIA in Texas.
Matters can get complicated when a new spouse enters the picture.
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.
