Financial planning

Index funds are surging in popularity, but most advisors continue to favor a blend of active and passive investment strategies.

It’s not just clients; advisors too are anxious that the good times won’t continue.

Security and business continuity concerns must be addressed in service agreements when outsourcing tech operations to a third party.

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A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

The move "is not part of a broader consolidation strategy," Cetera maintains.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

This newly formed $500M RIA specializes in professional athletes and the corporate elite.

Why the old tricks that many investors once used to gauge retirement allocations no longer apply; Plus, the use of private health plans surge as Medicare and Medicaid turn 50 and tips for a smarter retirement investing strategy.

Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip.

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

Why working clients are advised to avoid borrowing from their 401(k) plans to fund their summer vacations; Plus, how Americans left $24 billion in retirement money on the table last year and the seven best places for your clients to retire overseas.

"Make no doubt about it, we are not near a recession," says LPL chief investment officer Burt White.

As long as a nonprofit group stays "on the right side of the line -- even though either you or I would say what they are doing is wrong -- it's still protected by 'judgment,'" or a right to broad discretion in decision-making.

It's important to educate doctors before they start receiving large paychecks so they can make informed financial decisions as their incomes climb. Here's how one firm has tackled this issue.

Prices of top-shelf municipal bonds finished weaker on Tuesday, traders said, with yields on some maturities strengthening by as much as two basis points. In the primary market, New York City’s general obligation bonds were priced for retail investors as several large competitive offerings were sold.

The independent broker-dealer knows it’s in a dogfight to stay competitive in a sellers’ market.

Recruiting "is as competitive as I've seen it in the last 10 years," says LPL exec.

The regional brokerage picked up eight advisors for their employee and independent channels.

To help improve their online presence, Fidelity announced two new offerings for advisors.