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The Elite Eight may be able to provide immediate diversification across more than one asset class.

Former advisor Paul Marshall's prison term "will be little solace to the dozen victims who lost their life savings due to his greed and callous concern for their well-being,” the FBI says.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

Patrick Cicero is the executive director of the Pennsylvania Utility Law Project, a legal aid office that works to help low- and moderate-income households secure access to affordable utility service.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

Cynthia Shea is a director at Promontory Financial Group. She advises financial institutions on regulatory and risk management issues, with an emphasis on compliance with U.S. anti-money-laundering laws.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

Heather Halliburton, SPHR, is Vice President of People & Culture for Indianapolis-based OurHealth.

The firm says former employee John Lockette agreed to have disputes heard in a private forum when he did not take advantage of an opt-out provision.