The Fastest-Growing Metro Area is For Seniors

How a landlocked swampland in Florida became an amenity-rich development that fosters independent living.

Retirement-Plan Tax Incentives for Business-Owner Clients

Business owners are often unfamiliar with how they, too, can benefit from the retirement plans they offer employees. (By Leonard Wright)

Tax Deferral Strategies for Turbulent Markets

The hierarchy of options goes well beyond retirement plans, particularly for ultra-high-net-worth clients. (By Mallon Fitzpatrick)

Tax Alpha: 3 Steps to Improve Portfolio Tax Health

Now is a particularly good time to explore how you might help clients generate more “tax alpha.”

When are Roths the Obvious Choice? Almost Never

There is an unspoken elephant in the room, says our contributor.

Advisor, 75, Spent His First Act in Theater

Shakespeare was his first love; now his love for advising keeps him from retiring.

Why Older Individuals Are Happier On Average  

The world’s first master’s in happiness program is attracting some students in their 80s, says its director.

AARP’s Billion-Dollar Bounty

AARP’s business alliances raise alarms among critics who see a conflict of interest that undermines the group’s credibility.

Don’t Go Out Too Far on the Yield Curve

Intermediate-term bonds offer some good opportunities but don’t be a “yield hog,” says our columnist. (By Christoper Baccella)

Parkinson’s Disease Impacts the Entire Family

Five ways to support families coping with a Parkinson's diagnosis, from an advisor who has walked in their shoes. (By Marguerita Cheng)

Latest News

Government Watchdogs Attack Medicare Advantage

Witnesses cited audits and other reports that show these increasingly popular private plans deny care and overcharge.

Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

BofA: More Pain Likely for Equities Despite Rout

"Capitulation has been in credit and crypto, not stocks," BofA Securities analysts said. "This is why we worry equity lows (are) not yet in."

UBS: Richest Families Invest in Private Equity Amid Volatile Markets

The report is widely watched by the investment community as it shines a light into the investing habits of these billionaire investors.

Dimon Says Brace for U.S. Economic ‘Hurricane’ Due to Inflation

“We just don't know if it's a minor one or Superstorm Sandy," Jamie Dimon told attendees at a recent banking conference.

Advisor Prospects Should Be More Numerous Based on U.S. Data

U.S. households reported their highest level of financial well-being since tracking began, a Federal Reserve report released in May showed.