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Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

Morgan Stanley plans to merge its institutional and wealth management municipal desks to provide more efficient trading services

Mark Spangler, who used NAPFA affiliation to attract clients before losing most of their assets, was taken immediately into custody at his sentencing.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Bonds from Puerto Rico's record $3.5 billion general-obligation sale accounted for one-third of the trading volume of the entire $3.7 trillion municipal market on the day of their issue.

Emerging-market stocks headed for the steepest weekly drop since June while currencies weakened amid growing concerns that China's economic slowdown and Russia's standoff with the West will spur capital outflows.

Those who wanted to greatly expand the power of government over the financial sector, took full advantage of the opportunity, write a former FDIC chairmen and a former president of the Federal Home Loan Bank of Chicago.

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., cut holdings of Treasuries and U.S. government debt in February as turmoil in Ukraine fueled haven demand and investors bet the Federal Reserve will conclude bond purchases this year.

RBC Wealth Management is adding new names to its top executive team, announcing a new head of International Wealth-USA.

IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

It's important to understand your strengths and weaknesses. If you're not getting the level of success you want, it may be time to investigate a new type of firm.

While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.