Wealth Think

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Client discussions about legacy planning, taxes and financial objectives inevitably raise questions that, often enough, only insurance can address.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

The Government Accountability Office recently found that some populations may be getting selected for IRS audits at a higher rate than others.

The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

Financial advisors are uniquely poised to recognize potential indicators of financial abuse — here's how to help clients.

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans