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Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

Don’t underestimate how valuable your services can be when clients make property decisions.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

The advisers once oversaw approximately $750 million in client assets, according to Barron's.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Family dynamics can muddy an otherwise clear situation.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.

It’s tremendously rewarding to help people make smart decisions about their wealth.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.