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Are you benchmarking your practice against a uniform fiduciary standard?

How to use a social media marketing tool to help you find new clients and take care of your existing ones.

The extra return generated when a 60/40 portfolio is regularly rebalanced can provide a clue to performance.

Experts debate whether tax-Ioss selling adds value or postpones a growing tax bill.

When choosing inflation hedges, planners should consider valuations as well as historical performance.

Dedicated retirement funds did much better than critics charge.

The CFP Board's new authority sparks concerns.

Gabelli SRI Green Fund looks to gain from shortages of commodities and resources.

Richard R. Lee Jr. has lived through two radically different eras as the financial planning business has evolved. His focus is now on the third.

Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.