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The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court’s decision striking down the Defense of Marriage Act.

Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.

Sometimes changing broker-dealers doesn't work out the way you expect. Just ask Wayne Maier, a financial advisor in Bay City, Mich.

Nearly one in five working-age Americans (18%) believe they will never be able to retire, more than the 12% who said so globally.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

An ex-Merrill Lynch advisor and his client face federal charges after allegedly setting up a network of offshore accounts to conceal an insider trading scheme.

Social media has proven to be a helpful marketing and communication tool for many companies, but the financial industry seems to only just now be breaking into this trend. Here are 5 tips on how to get started.

The CFP Board extended a broad amnesty to hundreds of advisors who had been breaking its rules by calling themselves fee-only on the board’s website. The surprise move prompted calls for the board to reconsider and possibly rescind recent sanctions of other CFP holders for similar transgressions.

UBS AG Chief Financial Officer Tom Naratil said the financial industry needs to continue deleveraging as the size of bank assets hasn’t “substantially changed” since the global financial crisis.

A complaint filed by the SEC accuses a former Merrill Lynch advisor and his client of making insider trades and hiding profits in offshore accounts.