Financial planning

The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.

Worries grow over retirement security, according to new research from IRI.

As digital wealth platforms turn to serve advisors, the trend will help those who are ready to enhance their practices with technological tools.

Clients may contribute less than the maximum if they're carrying high-interest debt or need funds for education or a new home; plus, why raising the retirement age is a bad idea.

Learn which firms are offering the most lucrative deals to top producers, according to On Wall Street's annual recruiters panel.

Fiduciary advocates argue that the compliance burden from the best-interest contract exemption and other new provisions will be modest and won't materially affect how they serve clients.

More retirees would delay Social Security if they had this option, which wouldn't cost the government anything, says a contributor; plus, three questions for nearly retired clients.

Competition may drive wealth management firms to make some unprecedented offers to advisors on the move, leading recruiters say.

New CFPB rules may prompt more class-action suits against retail banks, aiding advisors and their clients.

Head of Wall Street trade group calls Labor Department's final fiduciary rule an "exceedingly prescriptive" regulation that will tie up compliance departments for months.

Imposing a new arbitration clause, without any input on the process, is deeply disconcerting, writes our columnist.

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.

Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.

Exclusive: Top Labor official says, “If we think there is some continued abuse that hasn't been adequately addressed, we'll figure out what to do."

While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.

Industry groups takes side on the newly issued fiduciary rule.

Why some industry experts say long-term interest rates may soon reach historic lows; plus, will change come to the Social Security windfall elimination provision?