Financial planning

Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside.

Firms should focus on the distribution of compensation, not just setting a fee structure.

Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform."

CFP Board and TD Ameritrade make the case for a new center to attract and develop a 21st century workforce.

Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement.

Reflecting RCS' ongoing woes, the company made the Roth announcement in the fourth paragraph of a press release announcing disappointing third quarter earnings results.

The drop is "a great thing for the industry," as long as it's not mainly due to retiring older advisors and easier tests, one expert says

Advisors can assist their aging clients having a hard time keeping a family-run business in the family.

Citing regulatory uncertainty the non-traded REIT says it will “sit this one out.”

"We need to be more diverse, more sustainable and have an academic home that can support the growth of the profession," says CFP Board CEO Kevin Keller.

Four advisors made the switch from Wells Fargo's independent broker-dealer to Raymond James Financial Services.

Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year.

These funds are only for true long-term planners. Nervous Nellies need not apply.

Among their chief concerns: being a burden on their families, according to a UBS survey.

Among their chief concerns: being a burden on their families, according to a UBS survey.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

These advisory hubs appeal to those to want both independence and a corporate structure.

Seniors increasingly rely on their advisors, so don’t let them down.

The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients.

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.