Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released on Wednesday a guide that provides older clients financial self-defense.

Specific fees are much less important than understanding how the whole system of incentives works.

See how one high-profile financial advisor is planning for his firm's future.

For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.

The Internal Revenue Service is reminding tax professionals that they must implement safeguards to protect taxpayer data.

Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.