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?