Ann Marsh

Fiduciary issues should supersede discussion of fee-only, says CFP Board's Ray Ferrara says.

Founders of IHT Management hope to create a wirehouse-like alternative to lure other advisors.

Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds.

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.

The high-profile hiring of David Bach creates a revved-up marketing engine for Edelman Financial, which already has $13 billion in AUM. Can other firms use the same technique?

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services.

Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners.

Sharing of best practices across IBDs to become standard for RCS' new Cetera network, says Adam Antoniades.

Issues ranged from possession of child pornography to assault and taking a test for a supervisor; 14 planners penalized, in total.

Legislation that aims to help troops facing severe monetary hardship wins in unanimous vote.

If you intend to grow, commit to a sales-centered grind with upfront costs -- but expect a payoff down the line.

As growth has surged at the nation's biggest independent broker-dealers, a new player has rocked the rankings and raised questions for the industry.

The merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms.

'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli.

Advisors recount efforts to help troops, being rebuffed by the military and their hope for change.

Following an investigation by Financial Planning that showed a strong link between money woes and troops taking their own lives, a lawmaker pushes for additional funding to help them get comprehensive financial advice.

Advisor rating site BrightScope's first list of the country's "most social" advisors is met with some head-shaking by planners.

Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.

The board offered individual counsel to NAPFA members in violation of board rules, an ongoing conflict without imminent resolution.