Financial planning

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

These independent broker-dealers reported the highest portion of top-shelf advisors.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

More than 20 advisors managing nearly $3 billion in assets joined Merrill Lynch in June. One team had more than $750 million in AUM. But the wirehouse wasn't the only winner last month in the competition for top talent. See these moves and more in our latest recruiting roundup.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.

FSI endorses IBD head Brian Kovack for FINRA post; Kovack hopes to win mid-sized IBD seat in which he would says he would represent firms, not investors.

Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.

The brokerage firms failed to waive mutual fund sales charges for certain charitable and retirement accounts, FINRA says.

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.

Mike Greene will serve out the term of Joe Votava, who resigned earlier this year as chair-elect due to personal and business reasons.

Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.