Financial planning

A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.

Clients are advised to avoid using a break-even analysis when deciding on when to start collecting their Social Security retirement benefits; Plus, why you shouldn't rollover a late spouse's IRA into your own.

Top equity market investments in real estate over the past five years.

A former H. Beck advisor joins Securities America after 27 years with the firm to explore some of the industry's latest technological advances.

A long-term strategy turns taxed-interest income into lower-taxed capital gains.

The U.S. Supreme Court issued a decision that could have far-reaching implications for how long a retirement plan participant has to sue an employer for breach of fiduciary duty in a 401(k) plan.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.

As we step into the second quarter of this year, think about stepping out of your comfort zone to boost your business. Here are six suggestions to help you do that.

Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer.

A look at the best comp for the $400,000 producers across the wirehouse and regional broker-dealers.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

King Financial Network president says the team went private for better accessibility and technology.

To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.

The job offer from a commercial landscaper came "out of left field," says Dan Krems.

Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market.

Which banks and TPMs have the most top advisors?

Financial advice sometimes includes relationship guidance. Here are a few strategies I use when talking to clients about prenuptial agreements.

A look at the best pay for the $600,000 producers across the wirehouse and regional broker-dealers.