Financial planning

Hybrid robo Autopilot provides clients with a 24/7 asset management call service, while Market Movement Strategies connects advisors with top strategists.

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study.

Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.

A trio of advisors leaves the wirehouse for the independent channel at Raymond James.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.

Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

Advisors with older clients should watch for these signs that a client may be in trouble.

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

Amid persistent criticism from industry groups, a Labor Dept. official says the comment process will be pivotal to getting the fiduciary proposal right.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users.

"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 11 to 20 share how they got there.