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Retirement planning: men can learn from women; Simple way for retirees to save on prescription drugs; 5 expenses that will improve your retirement

As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.

Analysts expect investors exiting Pimco's Total Return Fund will move into alternative strategies.

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

As tax planners and their clients look toward the end of the year, most of their planning centers around the Affordable Care Act and the fate of the “extenders.” Together, they generate multiple planning issues.

What you need to know about MLPs and investing in energy; how to use indexing to provide an automatic tax cut for most individuals; how state taxes differ on pensions and retirement income, Social Security, and estates and inheritance.

Federal workers lose big by pulling out of low-cost retirement plans; in ruling on California's bankruptcy, judge challenges sanctity of pensions; 5 things to remember when selling your business for retirement

Halé Behzadi will oversee the bank's offices in Beverly Hills, Los Angeles, Orange County, Palo Alto, Phoenix, San Francisco and Seattle.

To better connect with advisors, fund providers must think more carefully about aligning their sales and marketing efforts to create a better "customer experience," a new report from research firm kasina shows.

Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash.