Financial planning

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Bennett and her firm claimed to be managing more than $2 billion in assets when the real number was no more than one-fifth of that amount, the SEC alleges.

The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Some university FinTech enthusiasts are former employees of traditional financial services firms who seek to disrupt their former employers' wealth management, lending, payments and other businesses.

Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.

A former J.P. Morgan Private Bank team managing $5 billion in combined client assets has joined UBS. 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.

The percentage of homeowners ages 75 and older with mortgage debt increased to 21% from 8% in the past four years; Plus, clients are eligible for a health savings account if their policy has a deductible at least $1,300 for individual insurance or $2,600 for family coverage.

The nation's 11 largest TPM firms generated $1.9 billion in revenue in 2014, up 11% year-over-year. Find out which ones grew their revenue the most.

Three advisors left the wirehouse to found an independent firm with help from Dynasty Financial Partners.

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

Turmoil in financial markets prompted investors to pull $27.3 billion from U.S. mutual funds last week, the biggest withdrawal in more than two years.

Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Want to upgrade your skills? This reading list helps planners stay sharp.

Want to upgrade your skills? This reading list helps planners stay sharp.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

The firm's Investment Advisors Division hires the senior vice president from Fidelity Investments.