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401K GPS has launched it personalized 401(k) monitoring service, to ensure participants’ strategies fit their risk profile. While the service monitors portfolios on a daily basis, it issues quarterly recommendations on how investors should reallocate their holdings, based on retirement goals and market expectations. Should volatility in the markets become pronounced, 401K GPS will issue intra-quarterly alerts.

In a union that would create one of the largest CPA and business advisory firms in California, Top 100 Firm Burr Pilger Mayer is merging with Windes & McClaughry Accountancy Corp., effective Jan. 1, 2012.

In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. When the editors of Financial Planning sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. That was only natural: The financial planning community has consistently turned out smart individuals who strive to bring their best to clients and the profession as a whole. Here’s a look at this year’s honorees:

With people living longer and retirements stretching to 35 years, the need for income is greater than ever.

Fund fees make a difference, so get your clients the best deal.

Community banks oppose capital One Financial Inc.'s proposed $9 billion acquisition of ING Direct USA, saying it would increase systemic risk.

After nearly three years of research and development, PNC Wealth Management has rolled out PNC Wealth Insight, a new tool that allows clients and advisors to watch and manage investments online.

Your personality type has to match the job's requirements, which are varied and likely to change over time.

Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

Bank of America Merrill Lynch hired Wells Fargo advisor Adam Gurien in Bedminster, N.J. Gurien had $283.3 million in AUM and $3.1 million in annual fees and commissions.

Krawcheck is out, Darnell is in.

The president's once warm relationship with the largest American banks has been fractured.

The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.

Whether it's simple or not, retirement plans are suddenly important to small business owners.

Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

Retired investors revolt against failed investment strategies.

Looking for the Right Mix? These funds might do the trick.

As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?

Our legal expert explains the ins and outs of setting up a backup plan to service an advisor's clients if he or she is unable to do so.