Practice

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group.

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

What should you be doing to ensure that your culture and management mentality perpetuate an attractive place for new hires to work and grow for years to come? Here are some tips to consider.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.

The Foundation for Financial Planning has named four new members to its board of trustees.

M&T's sidelined purchase of Hudson City has become cautionary tale in a new regulatory environment for acquisitions.

The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal.

See who topped the charts on Financial Planning's list of the top 50 Fastest-Growing RIA Firms. These firms range in size, but all are growing -- fast.