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The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected.

Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names.

When we're lumped in with all financial professionals, the value we offer is compromised.

Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.

Advisors have been racing to finish what some say is an unprecedented transfer of wealth.

Hurricane Sandy swamps our annual tech issue, leaving us stranded - but we're rescued by technology

Many variable annuity issuers made changes to older products or introduced new ones.

The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.

If you're not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.

New U.K. regulations will force advisors there to make big changes. You should consider following their lead.

Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.

Use this 9-step process to request (and receive) referrals from your existing clients.

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.

As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

The world of communications in the mutual fund industry is rife with buzzwords and phrases. They come in and out of favor as funds and fund managers seek to gain competitive advantage by repositioning an asset class or investment strategy as "the next big thing."

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

2012 has been a good year for John Hancock Funds.

Hurricane Sandy disrupted financial markets in a way not seen since 1888, when a blizzard dumped 40 to 50 inches of snow across the tri-state area, forcing the New York Stock Exchange to close for two days that March