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Advisors at NAPFA describe how they’re working remotely with a majority of their clients. “More and more clients will expect this kind of service,” they say.

While the biggest banks dominate the wealth management industry for the most affluent clients, there is a mad scramble of regional and community banks for the less affluent clientele. One CEO called it a "jump ball."

With markets moving swiftly, advisors sometimes rebalance more than once a year.

Here’s how to build a diversified portfolio with just a few low-cost funds. It’s the ultimate conclusion from Modern Portfolio Theory.

The company's first product is an iPhone app that aims to take the hassle out of budgeting for young people.

Because excess capital losses can be carried forward to future tax returns, with no expiration date, clients can use this “bank” of losses to offset future net capital gains.

High income can only come with high risk, a lesson investors learned painfully in 2008. Here’s a better way to think about fixed income.

The seven winners of this year's Financial Planning 2013 Influencer Awards have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Some of the following may be familiar names; others are, as they say, "famous to a few." Click through to see this year's winners.

A reserve release boosted profits at the wealth division although transaction revenue and commissions declined.

U.S. cities are projecting their first increase in revenue since 2006, though they say it’s not enough to keep pace with spending as pension and health-care costs increase.

Investors are driving Phoenix’s financing costs to an eight-month low as officials move to curb a pension burden that one councilman said has Arizona’s largest city on the path to insolvency.

Julie Stackhouse at the St. Louis Fed admits that some regulators who once questioned the role of smaller institutions are now committed to hearing their concerns and making improvements.

The board voted Thursday to adopt two attestation standards pertaining to audits of brokers and dealers, along with an auditing standard for broker-dealer audits.

In the third quarter, the bank’s wealth and investment services generated $8.1 million in revenue, up $909,000, or 13%, from a year ago, but 9% shy of the record $8.9 million it produced in the second quarter.

President Obama and House GOP leaders were moving toward an agreement to extend the nation’s borrowing authority as they remained at odds over terms for ending the partial government shutdown.

JPMorgan reported its first quarterly loss under CEO Jamie Dimon after taking a $7.2 billion charge for legal expenses.

Wells Fargo said third-quarter profit climbed 13% to a record as fewer loan defaults and lower expenses helped overcome weakness in mortgage lending.

Educators say they expect full explanation and transparency.

Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.

NAPFA’s new leaders are stressing new initiatives to expand the organization’s education programs and its membership.