Financial planning

Elder care expert cautions that advisors must put a formal plan in place to help protect clients if they start to lose their faculties.

Only about one-third of CFPs say their clients are even somewhat knowledgeable about claiming Social Security benefits, according to a new join study from the FPA and AARP.

Merger of two LPL practices seeks to expand a new niche; banks seek non-interest, fee-based income from independent planners.

The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings.

Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.

As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't.

The association's board of directors chose a new president-elect, as well as three new board members. The changes come as the association generally supports the Labor Dept.'s proposed fiduciary rule, but with certain changes.

These program managers are ranked most consistently among the best of the best.

An advisor terminated from Merrill Lynch for "inappropriate workplace behavior," and who once managed $5 billion in client assets, has found a new job with Wells Fargo Advisors. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

Going back to school is recommended to pre-retirees who intend to work through retirement; Plus, choosing the right Medicare plan for your clients.

BIC took a fresh look at its top program managers (the Top 20 and the Next 30) ranking them based solely on team assets under management. Here are the top 20.

We've reshuffled the deck of our top program managers to show the biggest teams ranked by number of advisors.

BIC took a fresh look at all 50 of its top program managers and re-ranked them based solely on team production--here are the top 20.

We've reshuffled the deck of our top program managers to show the teams with the biggest AUM increases.

Kicking off our annual Top Program Managers ranking is More of the Best, highlighting the program managers ranked 21 through 50.

We've reshuffled the deck of our top program managers to show the teams with the biggest production increases.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.

Eleven things you and your clients will want to start thinking about for next tax season.