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HighTower has gotten a big boost by working with independents. Can it keep up the momentum?

Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.

Successful planners usually have a well-defined sales process for turning prospects into clients.

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?

A better approach is needed for training advisors.

As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.

A catalog of some of the nation's top planning schools is a resource for both planners-to-be and today's advisors

Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.

The academic landscape for financial planning is shifting rapidly. Here's where to find the next generation of advisors.

If we want uniform rules on investing recommendations, why stop at advisors?

First, seek out big challenges. Then figure out how to overcome them.

If your firm's home page looks like it's stuck in the 1990s, you're likely driving away prospects and employees. Here are 7 rules for making an upgrade.

Think success brings happiness? That's not the way it works. In fact, it's the other way around.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.

From the start, three has been the magic number at Philadelphia-based Firstrust Financial Resources.

The CFP Board continually seeks to amplify its message to policymakers by joining with other, similarly focused groups to form a broader advocacy base. Those partnerships, together with the strategic counsel from a clutch of outside experts, have helped the board establish its presence in Washington, even with only a meager staff of three.

Securities and Exchange Commission Chairman Mary Schapiro today made the following statement in the aftermath of Hurricane Sandy.

Transamerica has added four mutual funds to its retail lineup today including Transamerica Tactical Allocation, Transamerica Tactical Rotation, Transamerica Income & Growth, and Transamerica Enhanced Muni.