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Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.

The firm has been building its passive business as investors dump active products.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

There is a way to help reshape deeply ingrained destructive habits.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

Michael LaMena's exit continues the management shake-up at the Chicago-based RIA.

Adviser headcount continued a slow, but steady decline, slipping to 6,915 from 7,116 for the year-ago period.

Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

The regional bank is looking to broaden its wealth management offerings and recruit additional financial advisers.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

Investors want more clarity and better options when it comes to fees.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

Collectively the four firms provided market access to numerous clients that executed millions of trades per day.