Financial planning

We sifted through a stack of nominations and selected these eight bank advisors as up-and-comers in the industry.

Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?

Advisors dish on clients who tried to game the system a little too aggressively.

To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations.

Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it.

Here’s how to assemble teams that meet their immediate objectives, but then go on to excel.

When a client moans about not having the hot stock of the moment in her portfolio, here's what to tell her.

A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.

A FINRA panel ordered the wirehouse to pay a client $95,000 for losses relating to bonds issued by the island commonwealth. By contrast, UBS says it faces more than $1 billion in similar claims.

Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.

When clients begin to decline, advisors should be cautious about family members who might exploit them.

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Why one planner helps clients with everything from finding long-term care to community resources.

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Filing expected Sunday; advisors expected to receive distributions through retention packages.

Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground.

Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

The proposal landed at the White House's Office of Budget and Management yesterday for one last review.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.