Financial planning

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.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.

Retirees cannot expect bigger Social Security benefits next year as cost-of-living adjustments are unlikely to increase; Plus, the best target-date funds for retirement savers.

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.

Price swings in emerging-market stocks widened to the most in four years and currencies slid to a record in a sign the Federal Reserve’s decision to delay an interest-rate increase is leaving investors more nervous instead of calming them.

The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.

More than half of American workers are somewhat confident or very confident that they'll be able to retire comfortably. Generation X, true to form, is the most pessimistic.

The Internal Revenue Service has issued 2014-54 to simplify the process for 401(k) participants who convert their after-tax contributions to a Roth IRA; Plus, the basic rules for calculating, withdrawing RMDs from retirement plans.

By taking a 6.3% stake in LPL, activist investor Marcato Capital is expected to push for big changes, as it has at public companies such as BNY Mellon and Sotheby's.

The heart of the initiative is helping the apprentices build up their own books of business by emphasizing prospecting skills – including cold calling.