Financial planning

Rep. Ann Wagner of Missouri called on Congress "to stop this ill-advised rule."

A rundown of the big numbers to watch surrounding the Department of Labor's newly announced fiduciary rule.

“A great win for the middle class," a proponent says, as others note the changes already occurring at planning firms.

Voices: The fiduciary rule is not complicated. If you don’t want the responsibility of being an advisor, don’t call yourself an advisor or imply you are one.

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

As the fiduciary rule pressures firms to develop products and platforms, they must realize I.T. has a seat at the table in the decision process, says Putnam Investment's new chief technology officer.

Voices: Abuses in investment advice need to be stopped. But a law without teeth is worse than no law at all.

Private equity firm gets in advice business as another insurance company gets out.

The effects of the fiduciary rule could be dramatic on IRAs, which account for a third of Americans' $24 million in retirement assets.

At the end of the day, manager selection is all about damage control.

Ways the DoL's new fiduciary plan is expected to directly affect advisors; plus, how clients can contribute to a Roth IRA if they're already retired.

Examining these issues may take the guesswork out of a client's estate plan.

Recruits from UBS and Morgan Stanley left the wirehouses for the independent side of Wells Fargo.

The benefits will have no impact on their former spouse's retirement benefits; plus, what clients need to know about their IRAs.

Filling out a NCAA Tournament bracket illuminates skills that could enhance your clients' portfolio choices, a marketing pro says.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.

It has ramifications for generations, but few investors may be prepared to confront it.

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

Many young people procrastinate when it comes to saving, which greatly reduces the growth opportunity from compounding; plus, what clients need to know when they inherit an IRA.

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.