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Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

The new hires build on the firm’s recent recruiting successes.

On Wall Street annually honors the work of the industry's elite leaders.

Jeff Oldham is SVP of global and institutional markets for Benefitfocus.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Craig Martin is senior director, wealth and lending at J.D. Power.

More trouble for the embattled company.