Special Program Root Tag

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.

ETFs are growing at such a clip that their assets are poised to overtake those of hedge funds.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

Vanguard, BlackRock executives argue that regulators considering bank-like oversight of mutual funds are misreading the industry and inviting unintended consequences.

The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

Vanguard's quiet ascension, adds Jeff Tjornehoj, head of Americas research for Lipper, is not all due to Pimco's management woes.

The SEC has named David Grim to lead the agency’s effort to tighten mutual-fund rules.

With comprehensive planning, hopefully this won’t happen. But if it seems like it might, how can planners help clients who’ve gone broke or are about to?

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

In many states, planners are now required to report if they suspect their clients are suffering abuse.

One firm offers individuals who lack LTC policies, but still have life insurance, an alternative method to pay for care.

Maybe the Efficient Market purists have been mugged by reality. It looks like you can pick a winning money manager -- just go for one with a great long-term performance record.

While there's no magic bullet for withstanding an SEC inspection, if you are a sponsor of an alternative investment fund - or have a fund that utilizes similar investment strategies - here are some areas to consider.

You're a financial advisor, not a doctor, but if you're advising older clients, you need to be able to spot cognitive declines.

William Stromberg, 55, is a 28-year veteran of the company. He previously served as a money manager and has held a series of executive jobs at the firm overseeing equities.

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.