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Only about one-third of CFPs say their clients are even somewhat knowledgeable about claiming Social Security benefits, according to a new join study from the FPA and AARP.

Merger of two LPL practices seeks to expand a new niche; banks seek non-interest, fee-based income from independent planners.

Rules dealing with liquidity and other market-related items may be a better strategy for asset managers than higher capital requirements, said Federal Reserve Board Gov. Daniel Tarullo.

Help clients protect what has taken them a lifetime to accumulate.

Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year.

The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings.

The OAKS Wealth Management Group has a combined $3.2 million in production.

First, a bit of non-news: College is expensive. Last school year, private colleges averaged over $31,000. But there is some relief available from a tax perspective.

A slideshow of education-related tax opportunities

New, sweeping SEC proposals aimed at enhancing the liquidity risk management practices of mutual funds and ETFs have the asset management industry greatly concerned about unintended consequences affecting their businesses.