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Swiss banks will on the whole meet the deadline for delivering information on offshore accounts to the U.S., improving their chances of settling with the Justice Department this year.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

A pair of new studies released this week find that planners' biggest concerns now center on a potential equity market downturn.

Securities America picks up a team with $120 million in client assets while a Focus partner firm brings in a wealth manager with $150 million in AUM. Here's a roundup of some of the most recent moves among independent financial advisors.

Board pledges not to punish widely followed advisor while they try to resolve fee-only compensation issue; draws accusations of 'arbitrary' treatment.

The scheduled depletion date for Social Security’s Disability Insurance Trust Fund is only two years away, in late 2016, according to a new government report.

With so many distractions in their lives, clients face an uphill battle to focus their attention on retirement planning. Here's how advisors can help.

Planners are facing another competitive attack. Previous threats made the profession stronger - will that happen this time?

Merrill Lynch has transitioned more than $100 billion onto its new platform, Merrill Lynch One, which executives say is the biggest technology upgrade in decades.

Pacific Investment Management Co.’s Bill Gross said investors should say “good evening” to the prospect of future capital gains in asset markets as interest rates are set to rise while the economy grows at a slow pace.