Financial planning

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year.

All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.

The aggregator says a total of 55 firms have signed contingency agreements with its partner firms.

By acquiring fintech companies Upside and Finance Logix, financial advisor platform and service provider Envestnet is betting that the best wealth management model combines human advisor-client relationships with the latest technology.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

The wirehouse pulled in a group from Barclays, while rival Merrill Lynch picked up another that managed $425 million from J.P. Morgan.

Most advisors know they should deliver great service. But making it happen is a different story. Use these ideas to upgrade the experience you offer.

Some of our favorite recent tax fraud cases.

The Internal Revenue Service’s Criminal Investigation division has created a cybercrime unit to combat the growing trend of identity theft-related tax fraud as the problem morphs into data breaches and becomes more international in scope.

Clients who intend to stay in their homes after they retire should consider changes like open floor plans and wider doors to accommodate wheelchairs and walkers; Plus, small businesses now have no excuse for lousy retirement plans.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

The National Adjudicatory Council, which provides guidance to FINRA adjudicators, goes after fraudulent conduct with heightened sanctions.

Authorities allege that two self-proclaimed "licensed retirement strategists" made false claims in order to resell $4.3 million in life insurance policies to clients.

Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so.

Vanguard, BlackRock executives argue that regulators considering bank-like oversight of mutual funds are misreading the industry and inviting unintended consequences.

Two advisors left the wirehouse where they generated more than $1.1 million in annual revenues.

For pre-retirees who have not saved quite enough it's especially important to establish a plan to pay off credit card debt; Plus, proposals to improve workers' access to retirement plans first need a unified contribution limit.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.