Special Program Root Tag

The deluge into the retail-friendly vehicles comes as the S&P posted declines in 19 of 24 days since peaking in September

Clients are willing to pay more for tax advice, but they’re still not getting it.

These three succession planning scenarios can make a tough decision easier.

ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Indexes typically tracked by the funds are often excessively allocated to Treasurys and mortgage-backed securities.

One VanEck fund had $574 million of outflows, the most since June and almost 40% of its assets.

The new fund is part of State Street’s larger plan to push into so-called thematics.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

The fund culls data on more than 6,000 public companies each day before picking about 100 of them to own.

CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Small company stocks stumbled in the very recent past but have outperformed over the long term.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.

Those with outflows cost clients more than twice as much.

Some have piled into utilities and long-duration Treasury hedges, while others bulked up exposure to rate-sensitive banks and a chunk did a bit of both.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.