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These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another other group has painfully stumbled.

Advisors doing business with their buddies may miss the point of being good wealth managers. While you may want to play another round of golf with your clients, you still have to be on top of their financial planning and honest about critical decisions concerning their wealth.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another group has painfully stumbled.

People turning 55 next year will be considered senior citizens and can take advantage of penalty-free distributions from retirement savings plans as long as they meet certain requirements; Plus, how to plan your clients' retirement income to avoid taxes.

When advisors are uncertain where to begin, colleagues and even relatives can help.

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.

The fast-growing financial firm acquired an RIA and pulled over a wirehouse team.

JPMorgan Chase will pay more than $300 million to settle U.S. allegations that it didn’t properly inform clients about reported conflicts of interest in how it managed customers’ money over a half decade.

Even when holiday lights and light sabers are grabbing for your attention, these tips can help you gain more control of your practice, work smarter and succeed sooner.

More than two dozen teams managing $1 billion or more in client assets switched firms this year. See where they landed.