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Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Tom Cassels is National Strategy Partner at Advisory Board.

Emily Zuehlke is a Consultant for Research at Advisory Board.

Three index funds may be all clients need. But that's rarely what they end up with.

Donna Holm is a senior tax manager at Sensiba San Filippo. She specializes in closely held businesses, corporations and partnerships, domestic and international, in a variety of industries. She has extensive knowledge of business development, strategic planning, and facilitating client engagements. Holm can be reached at 408.286.7780 or at dholm@ssfllp.com.

It allows more flexibility than some may think, according to executives from the two firms.