Financial planning

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.

Regulator could make some "immediate" changes; arbitration reform advocate says he's "hopeful."

Some may not want to get dressed, shaved and made up before meeting on camera.

The Fed raised interest rates for the first time in almost a decade in a widely telegraphed move while signaling that the pace of subsequent increases will be "gradual" and in line with previous projections.

Your firm can’t rise to the top by dragging its feet on tech offerings.

As lawmakers broker a compromise to keep the government funded, industry groups vow to continue the fight to delay Department of Labor's controversial advisors rules.

A father and son along with their team leave the independent broker-dealer to join the employee side at Ameriprise.

The wirehouse is asking Credit Suisse advisors to sign a 13-year contract before joining the wirehouse – much longer than the industry standard, according to people familiar with the matter.

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

4 great ways to become a standout advisor in 2016 as competition ramps up.

The last review was seven years ago.

Opinion: The shortage of women among the progressive entrepreneurs and executives attempting to transform how consumers interact with money hampers the industry's ability to know its market.

Although some tensions remain, the animus and distrust that's characterized so much of the bank-technology startup dynamic has faded.

The government deemed file-and-suspend an "aggressive" claiming strategy, but some clients can use it for 6 more months; Plus, clients should use the bucket approach to emergency savings.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.