Financial Advisor

  1. New federal tax rules create advantage for real estate investment trusts

  2. Here's how advisors can recommend a life insurance policy in their client's best interest

  3. Counterintuitive? Here's why advisors may urge retirees to load up on equities

  4. 5 tips for advisors to consider before the stretch IRA dies out

  5. Advisors down on crypto but give cannabis stocks and passive investing a thumbs up: survey

  6. Retirement savings rate improves when workers get help with whole financial life, study suggests

  7. Technology helps advisors take financial planning to the next level for clients

  8. Here's what to know before putting money in 'do good' investments

  9. Here's how advisors help clients stay on top of health-care costs in retirement

  10. Climate change can pose big risks to real estate investments

  11. Advisors must weigh benefits and real dangers before offering this hot new tax play

  12. Ignoring this client asset may become an advisor's nightmare

  13. Financial advisors are more stressed out than their investor clients, study finds

  14. As a financial advisor shortage looms, college programs look to help fill the talent gap

  15. You can use Jack Bogle's investing strategy and keep a socially responsible focus

  16. Advisors create a game plan to prepare clients for this retirement expense

  17. Here's why Sens. Schumer and Sanders are wrong on stock buybacks

  18. Advisors need to know the pros and cons of annuities

  19. Energy-saving solutions let homeowners cut costs while helping the environment

  20. Gay pilots? Muslim quarterbacks? There's a financial advisor focusing in on every niche customer