Practice

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

See which institutions made the list this year.

Sometimes you actually have to enter the classroom to remember how to keep learning.

With more older clients working at least part of the time, advisors have a variety of new issues to factor into a plan.

A Supreme Court ruling highlights the problems that may ensue when an ex-spouse remains a beneficiary for death benefits.

Planners need to help clients express their wishes about end-of-life decisions before it's too late.

The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.