Financial planning

On Wall Street unveils the top regional advisors under age 40. They share success stories and plans for future growth.

"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

The industry's top young producers share how they made it to the top.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share their secrets.

These advisors are ranked most consistently among the best of the best.

Opponents warn definitions are overly broad and call on advisors and brokers to make their voices heard at the Labor Department.

What marriage equality means for Social Security benefits; Plus, why couples have to negotiate their visions of retirement.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr.

While the S&P 500 returned 10.4% over the past year, certain sectors have surged nearly five times that. After those big gains, is it time to sell? Check out the top 10 equity sectors over the past 12 months and consider whether rebalancing should be high on your priority list.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share how they made the cut.

A sharp decline in the rate of home ownership, coupled with rising rents, is taking a toll on retirement security; Plus, why people don't buy long-term care insurance.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

Advisors can take these steps to evaluate funds to ensure they are operating at the highest standard.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

The U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.

A Morgan Stanley exec and other industry experts urge financial planners to embrace this approach to making investments, popular with both millennials and women.