Financial planning

Chief Executive Bill Harris says data alone is not enough for financial advice.

Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Financial support should be limited to necessary expenses and all involved should agree on how long the child will stay; Plus, how retirement plans are being nickel and dimed by fees.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.

CEO Tidjane Thiam's plan to overhaul Credit Suisse includes selling its U.S. private bank, according to a Swiss newspaper.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Why retiring clients should avoid carrying mortgage debt into their golden years; plus, how stay-at-home parents are losing out on retirement savings.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Steve Dunlap is one of at least six top leaders who have lost jobs at Cetera or its troubled parent, RCS Capital, during last ten months.

Robo advisor seeks to add a piece of the $4.6 trillion market to its business.

Here are several tips for clients looking to boost their retirement accounts, including making the most of the catch-up features and investing in low-cost options; Plus what millennials should know about retirement planning.

Experts say the Fed is likely to kick the can down the road once more on rate hikes, setting up December as the next likely time for action.

Children receiving gift money may face a kiddie tax. Plus, the best investment accounts for paying off a client's mortgage, and including income from hobbies in a client's returns.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

How to develop good interviewing skills at the onset of a client-advisor relationship.

The team left J.P. Morgan Securities to form their own independent firm.

Travails of parent company RCS Capital have been "distracting" but haven't impeded expansion, says Douglas King, Cetera Advisor Networks' president and CEO.

The past few months have seen a bevy of mega moves, the result of months of planning, recruiters say. Here are the biggest summer recruits.