Financial planning

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.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Advisors play a crucial role in keeping clients accountable to their retirement savings plans, according to experts at the Morningstar conference.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Business development and investment management are the most difficult positions to fill, a new Schwab study found.

Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.

"The industry is in a position of undeniable strength. I am confident that you'll be able to win," Schwab EVP Bernie Clark will advisors at the EXPLORE conference.

This group of elite young advisors not only has impressive T12 production, but also some of the industry's biggest books of business. Here's a new ranking of our Top 40 advisors by assets under management.

TPM firms last year helped their partner banks and credit unions generate $314.5 million in fee-based revenue. Which ones posted the most advisory business? Bank Investment Consultant ranks them here in ascending order.

These independent broker-dealers reported the highest portion of fee-based business.

Tips for investors on securing their IRA and 401(k) accounts; Plus, how saying 'no' can help ensure a smooth retirement.