Financial planning

Global markets from stocks to oil are suffering their worst start to a year since at least 2009 when the financial crisis ended. For a small group of money managers, that's great news.

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.

The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

LPL CEO Mark Casady expects "continued pressure on brokerage sales."

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

Treasuries surged, pushing yields to the lowest in more than three years, as a persistent rout in global financial markets pushed investors into the safest assets.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.