You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?

Help your clients figure out the most tax efficient way to plan for their retirement

And do they know who you are?

With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap.

Taxpayer’s current beneficial interest is severable interest from her contingent remainder interest

A 65-year-old couple retiring this year will need to have saved $220,000 to meet their future health-care expenses, the same estimate as last year

The Future of Finance is More of the Same? Silicon Valley venture capitalist Marc Andreesen got a lot of attention with a Q&A in Bloomberg Markets magazine where he suggested the entire realm of finance was ripe for disruption. He speaks optimis...

Tips From the Pros