Amanda Schiavo

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

The wirehouse has been hemorrhaging talent over the last few months.

Here's how to make the most of high-net-worth clients' charitable nature.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.

Can you live up to your own guidance?

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

Firms are doubling down on efforts to boost the ranks of women advisors.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?