Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

Wilmington Trust and BlackRock Institutional Trust Company are joining hands for a new suite of retirement funds.

NAPFA's Genesis group, for fee-only advisors 33 and younger, this week launched a set of scholarships to help younger advisors develop their professional skills.

Among the many provisions of the American Taxpayer Relief Act of 2012, Coverdell education savings account tax benefits were made permanent. Thus, ESAs have caught up with 529 plans, which were awarded permanent tax preferences in the Pension Protection Act of 2006. Does this mean ESAs can play a vital in clients’ education planning?

Two-thirds of active U.S. equity assets are managed by defined contribution investment only managers, says a new joint report from FUSE Research Network and BrightScope.

Neuberger Berman Group has announced it will begin offering a zero-sales-charge share class.

New may not always be better, but it is what the retirement industry needs right now.

So how do Americans really feel about retirement saving and investing?

Assets held in 529 college savings plans increased 16.7% last year as the largest state plans continued to attract the bulk of assets.

What's State Street Global Advisor's next big destination for expanding its retirement business? 

Word to the wise sponsor when it comes to target-date funds: No, not any QDIA will do, and bigger companies aren't always better.

As the banking industry continues its consolidation trend, advisors will increasingly find themselves in search of greener pastures for themselves and their clients.

A high-achieving school in Washington offers unexpected lessons for planners everywhere.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

The Internal Revenue Service said Wednesday that it has observed problems with the filings for education tax credits that could be delaying processing of tax returns.

Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.

It's an advisor's market, as firms with diverse practice models strive to nab top talent.

Advisors may be able to erase mark against them from disputes in which they were not directly named.