Jane Wollman

Proactive tax strategies for retirement planning are rising in prominence among advisors. And that's with good reason, says Cecil Staton, founder and CEO of Arch Financial Planning,

Absorbed in medical training, then launching and building a practice, physicians have little spare time to educate themselves about finances.

Strategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.

The mission of the Champions Fund, Marques Colston and Nick Edwards say, is "alts for all!"

David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.

Thousands of FBI investigative case file records concerning Jordan Belfort, the disgraced former broker, and his fraudulent stock schemes reveal that the extent of his financial crimes was far greater than known publicly.

The value investor is prioritizing three asset classes, he tells ThinkAdvisor.

Waiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.

Financial professionals must plan their next steps or risk stagnation, Silver Oak Securities CEO Billy Hopkins says.

Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.