Wealth Planning

The stock market may be sickly, but plenty of Ken Richard's clients face painful capital gains tax bills. A registered financial consultant at Kara Financial Services in St. Paul, Minn., Richard advises longtime employees of such Minnesota blue...

Here's a simple question that will endear you to your clients. Ask parents or grandparents of a teenager if the kid has a job. There is a good chance they will say the Bureau of Labor Statistics says over 40 percent of high school students are...

The third year of a down market may not be the best time to suggest innovative ways for your clients to part with their money, but it's still important for financial advisors to consider charitable gifts as part of a comprehensive financial plan...

Setting up retirement plans for your business clients can be risky. Nevertheless, there's a recipe for protecting yourself from unpleasant surprises. In the past two decades, registered reps have helped business clients establish thousands of 401...

Think of Upromise and BabyMint as frequent flyer programs for college. Instead of accumulating miles, however, members ring up contributions toward a 529 account every time they buy a particular product or shop at an affiliated retailer...

What you should look for when selecting a lawyer for your client.

After four decades in the business, Gayla Borgognoni has seen investing trends come and go. In the meantime, she built a $200 million book.

Why Put Your Faith (and Client Accounts) in Your In-House Trust Bank?

The SEC requires more disclosure of after-tax returns, but the data can be confusing.