Financial planning

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.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Serving as an RCS Capital director proved too great a distraction from Larry Roth's role as Cetera CEO, a regional Cetera leader says.

U.S. stocks led a renewed rout in equities worldwide as concern that China’s slowing economy will hamper global growth roiled financial markets.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

As boomers start spending down their portfolios, planners need a new way to stand out.

It’s a great time to become a planner, but success is hardly a given for those just entering the profession, Dave Grant says.

As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.