Practice

Benjamin F. Edwards snapped up four advisors from Wells Fargo and opened a new office in Pensacola, Fla.

Formerly affiliated with MassMutual Financial Group, Joe Esposito and Keith Kiker will bring more than $150 million in client assets to Commonwealth.

With Credit Suisse Group AG poised to become the first bank in more than a decade to admit to a crime in the U.S., regulators have been reaching out to some of the firm’s biggest business partners to avert a panic, according to a person briefed on those communications.

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.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

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

In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.

When financial planners launch a firm, success hinges on knowing how to run a business.

Democratic lawmakers on the Senate Banking Committee sounded off against bipartisan legislation to overhaul the mortgage finance system on Thursday, opposition that likely all but ruins the bill's chances of making it to the chamber floor this year.