Advisers can help with financial triage and encourage clients to avoid rushing into nonurgent decisions.
Collective investment trusts also have the potential to fuel a new wave of lawsuits against advisers.
'Portability' allows a surviving spouse to tack on the decedent's exemption to his or her own. Despite the higher threshold for paying estate taxes in the 2017 tax law, experts recommend filing for the benefit.
To combat fee compression, many look to diversify their businesses.
Demand for new revenue sources points to relationships
CAPTRUST CEO discusses acquisitions and recruiting in the retirement space, and his biggest concerns
Private-equity firms lead new set of big buyers.
It's vitally important to develop new leaders who expect diversity and inclusion to be a core part of company strategy
Pressure mounts for smaller firms, as benefits of scale become more important.
Record keepers are offering services to retirement plan participants that are raising the hackles of RPAs.
We break down the data by firm, assets and advisers.
Real talk about real industry concerns.
Advisers need to pay particular attention to Roth conversions and qualified charitable distributions
At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.
John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.
Instead of reducing equity exposure as clients age, data suggests doing the opposite.
Morningstar's Sarah Newcomb says ensure clients aren't overwhelmed by having to make too many decisions, and are realistic about spending and saving.
Change is hard, but these six wealth management trends won't wait.
Consumer expectations about aging and retirement are rapidly changing.
Measure would allow companies to make contributions to retirement plans for employees paying down college debt.
