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Institutional investors' allocations to dollar-denominated bonds have dropped to the lowest level since 2007 as strategists at Morgan Stanley and JPMorgan Chase & Co. see a shift away from the debt that may fuel higher borrowing costs.

The CFP Board is trying to clarify what one of its instructors calls the “opaque” compensation disclosure process that tripped up former Chairman Alan Goldfarb and lead to his resignation.

Online banking has passed a milestone in the U.S. — more than half of adults now use it, according to a report released Wednesday by Pew Research Center.

Advisors regularly encounter potentially stressful situations. The good news is that anyone can learn how to buffer themselves against any stressor.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

We recently published a list of 20 books for every advisor's summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter, LinkedIn, emails, and phone calls, here are 20 additional books that financial advisors deem as imperative for their practices.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

State Street Corporation named Roger M. Stein chief analytics officer for State Street Global Exchange.

Bank of America Corp.’s traders fought off efforts by the firm in 2007 to include risky Alt-A mortgages in a securitization. That wasn’t enough to spare investors from being cheated, according to th

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

Citi named two senior managers from rival institutions directors and ultra-high-net-worth private bankers.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

The new appointments are part of a larger initiative by the bank to grow market share in local markets from Maine to Florida.

The wealth management business is receiving good grades, with a major caveat: Try harder, because things won't get easier.

Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.

It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing

It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing.

The bank wants to make acquisitions in central Florida, but CEO Michael Micallef keeps hitting snags with loan books, cultural fit and deal structure.

Solo advisor Dave Grant has been experimenting with Facebook ads for his recently launched practice. Here are some of the lessons he's learned.