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Software continues to evolve to help advisors create detailed analyses of money managers' patterns of returns.

Former engineer Lesley Brey creates a planner's paradise for herself.

Without heavy volatility or high correlation, a broad-basket commodity fund can boost a balanced portfolio.

Experts disagree about whether the economy is in an inflationary cycle, but advisors can offer clients ways to brace for it.

Some Americans are giving up their passports to save on taxes.

To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.

Its managers acknowledge the trouble in Europe, yet MFS International Value Fund has a large stake in companies on the Continent.

FP's Pro Bono Planners of the Year Awards celebrate the idea that planning is worth sharing.

Avoiding the debt and banking crisis in Europe and a slowdown in growth in emerging markets, mutual fund investors did better by focusing on the U.S.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.

It's how I usually figure out the next big trend in the planning profession.

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

When clients divorce, planners must tread lightly to avoid taking sides.

Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.

American International Group will acquire the independent broker-dealer from the Hartford Financial Services Group.

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.

Income disparities over the past 30 years have translated into a 25% to 30% retirement savings shortfall for women, according to the Insured Retirement Institute.

You're probably losing business if you haven't figured out what your competitive advantage is relative to your peers. Here's how you articulate that key differentiator.