Financial planning

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

The Fed still expects to raise interest rates gradually but is prepared to postpone its plans if market turbulence proves more than a passing squall.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March.

"There is a de-anchoring of inflation expectations occurring, and this affects how risk-takers are operating in any market that is sensitive to inflation expectations," says a leading market watcher.

Gold is coming off its best week in more than two years, benefiting from worries about the health of China’s economy, plunging oil prices and uncertainty over U.S. interest rates.

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.

Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.

“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.

Good compliance management software means no more overlooked emails, or documents gathering dust in filing cabinets, says BasisCode Compliance CEO.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.

Credit Suisse lost advisors managing a combined $4.1 billion in assets to J.P. Morgan and William Blair. Meanwhile, a Wells Fargo team that had over $2 million in annual fees and commissions left the wirehouse for Raymond James.