Portfolio

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.

Earnings reports this week showed the firms are increasingly rushing into a booming market for lending to wealthy clients. So far, it’s paying off.

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

What's to stop financial planning from being shrunk entirely into a free app?

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

Edward Lee Moody used the stolen proceeds to buy a home and travel to Las Vegas among other destinations.