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As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Your IRA Expert answers a number of questions about required minimum distributions including why you shouldn't wait and what happens if you do.

Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

For most retirees, the basics of family planning are simple enough, but planning for the needs of a disabled child who may live another 50 years or longer is especially difficult.

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.

David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.

The third quarter was marked by fewer but bigger deals. Higher prices could keep volume in check as sellers hold out for more. The fiscal showdown in Washington and related market swings could also complicate the balance of the year.

Several institutions in one of the nation's hardest-hit banking markets have shed enforcement actions, or have hired new leaders, as they attempt to stage comebacks.

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

The decision to recommend that a client go onto Medicaid, the government-sponsored healthcare program for people with low income and minimal resources, is both simple and difficult.

To supplement the coverage provided by Medicare, there are a number of different types of policies are available ranging from very basic, high-deductible plans, to low-deductible, high-premium plans that cost more but provide more extensive coverage.

Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.

Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.

After five years as head of Wells Fargo Advisors, Danny Ludeman announced on Friday that he will be retiring at the end of the year. He will be replaced by Mary Mack, who is currently the head of Wells Fargo Advisors Financial Services Group.

Raymond James continues to emphasize expansion along the West Coast with the addition of a former Morgan Stanley manager who will open a new office in San Diego.

Bloomberg -- SEC Chairman Mary Jo White said her agency will shift its focus to bring more cases against individuals who violate securities laws rather than the companies where they work.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.