Client strategies

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.