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Inflation is just one of the risks that annuity investors face since higher prices could lower the purchasing power of annuity payments; Plus, changing strategies for Social Security.

So far in 2015, Vanguard is leading a record $365 billion in net flows into low-cost and passively managed index funds and ETFs.

For the second straight year, tuition revenue will drop for about 30% of private universities, according to Moody's.

It may seem harmless, a client suggests about a plan to sell back an advisor's foreclosed property. Bad idea, says attorney Alan Foxman.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.

The former rep was barred last week for failing to cooperate with a FINRA investigation into allegations that he swiped $65,000 from a bank customer's account.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Create a performance management process to get the most from staff members.

Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.

Advisors should assess critical assets of the service agreement beforehand.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

There are still structural headwinds facing the U.S. economy that need a policy response far beyond what the central bank can implement.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

Employees at the wirehouse learned in a memo Thursday that Chris Wolfe was named CIO, among several other changes.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Woe to the client whose advisor fails to detect these common errors.