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In a litigious era, planners need to be able to prove that they proceeded prudently.

Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?

John Bogle, the legendary champion of index funds, believes advisors add value - and it's not in trying to beat the market.

Robert Shearer of BlackRock believes companies that pay dividends have discipline and staying power.

A proposal to deal with RIAs' regulatory advantage over independent broker-dealers.

Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.

A bitter dispute between a father and two of his children underscores how vital it is to review estate plans annually.

Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting.

FP's new Retirement Advisor Confidence Index will help planners gauge industry business conditions

When we began to redesign Financial-Planning.com earlier this year, we asked ourselves what do planners want most from our website? No surprise, we quickly realized, they want what we want: more vital content, enhanced functionality, better connections with the planning community and speed.

After the economic crisis, VA issuers go back to the basics, designing new products intended to avoid volatility and basis risk.

Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.

Instead of fighting against bad proposals, shouldn't the RIA community be proposing better alternatives?

A strong leadership plan will not only help you identify the right successors, it is also the centerpiece of any successful transition.

Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).

Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.

It's not always easy to work with highly successful business owners, but the effort can be rewarding.

Crisis may be the new normal for investors, but it's also the stark reality of the communications landscape.

The two Republican members of the Securities and Exchange Commission said they are not opposed to further reform of the money fund industry, but that changes advocated by Chairman Mary Schapiro "were not supported by the requisite data and analysis.''

Late on the evening of August 23 Chairman Mary L. Schapiro decided to punt on the biggest issue of the year for the investment fund industry.