Financial planning

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

Labor Department event planned for next week.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

A handful of numbers can help determine the best withdrawal rate for clients.

A recent FINRA action against Raymond James is the latest evidence of competitive tensions in the brokerage sector spilling into alleged privacy violations.

BlackRock plans to cut about 400 jobs in what may be the biggest round of layoffs to date at the world’s largest money manager, according to people with knowledge of the matter.

When the market gyrates, use these tactics to keep them focused on the bright side.

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

Mick Hellman, formerly of Hellman & Friedman, is elected unanimously in advance of LPL's annual shareholder meeting.

The deal will add $100 billion in assets overseen for institutional clients, including retirement plan sponsors, foundations, endowments, sovereign wealth funds and insurers, according to State Street.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

The executive was a driving force behind the firm's effort to develop bitcoin technology for the industry.

Private equity is voting for the independent model with its checkbook, and the appetite shows no sign of abating.

Creating a prize-linked saving program is an effective way to encourage more people to save for retirement; plus, how couples can make smart decisions together.

The Fed chairwoman says the uncertain global economy still poses risks.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.