Maddy Perkins

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Fees were nearly half the price of the top-performing active funds.

These expense ratios were closer to the average fund fee in 1996.

Many sectors have rallied the past decade, but tech and health care outperformed.

The biggest losers so far? High yield bond and large value products.

As digital technology transforms wealth management, industry leaders take a stand on where the field is headed.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

Comparing gridiron performance and market returns is more fun than leftover nachos.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.