But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for ...

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients ...

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and ...

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar ...

Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a ...

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even ...