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Successful planning organizations almost always take a collaborative team approach, building on the complementary skills of members.

It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.

The U.S. House of Representatives doesn’t plan any votes on the federal budget tonight, meaning that Congress for now will fail to avert $600 billion in tax increases and spending cuts set to start at midnight.

Senate Minority Leader Mitch McConnell said lawmakers in Congress are “very, very close” to a deal to avert $600 billion in tax increases and spending cuts set to start at midnight.

iShares is looking to ring in the New Year in a contrarian way.

Advisors naively believe that only 17% of their clients hold a direct account when in fact 74% do, according to a new report from Boston-based research firm Cerulli Associates.

WHV Investment Management today announced that Andrew Turner will join the company as president and chief executive officer, replacing Judith Stevens who is retiring next month after more than three decades with WHV.

The White House and congressional negotiators agreed to contours of a budget deal including tax cut extensions, with the remaining sticking point being how to avert automatic federal spending cuts, said an official familiar with the talks.

Emerald Asset Advisors is starting out the New Year with one less fund to worry about.

Southfield, MI-based Advance Capital Management’s Board of Directors today passed a resolution terminating the sub investment advisor relationship with Birmingham, MI-based Seizert Capital Partners.

Parametric Portfolio Associates, a subsidiary of Eaton Vance Corp. (EV), and The Clifton Group Investment Management Company announced today the completion of the previously announced purchase of Clifton by Parametric.

Senate Majority Leader Harry Reid said he’s hopeful negotiators can reach a last-minute U.S. budget deal that would protect all but top earners from a tax increase.

Morningstar today gave props to a few funds that that the research firm said went from worst to first in 2012.

Negotiators made progress overnight as they tried to reach a last-minute U.S. budget deal that would let income taxes go up on some top earners.

As the calendar turns the page to another year, 2013 offers the four largest U.S. wealth management businesses the opportunity to recapture some of the assets and talent they have been ceding to other firms.

Allen Saunders went from pet food distributor to UBS financial advisor to number 36 on On Wall Street’s 2012 list.

Over the coming year, financial regulators are expected to press ahead with scores of rulemaking proceedings that will affect advisors and their clients. Lawmakers will continue to refine and implement numerous provisions of the Dodd-Frank financial reform bill, while mulling the possibility of expanding oversight of investment advisors.

For the week ending Wednesday, December 26, mutual funds and exchange-traded funds reported net inflows of $3 billion, excluding the inflows of $18.2 billion to money market accounts, according to data from Lipper.

Total money market mutual fund assets increased by $28.39 billion to $2.665 trillion for the week ended Wednesday, December 26, according to data from the Investment Company Institute.