Financial planning

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.

Finally in recovery, today's property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

FINRA is weighing whether to drop a plan for a trade-surveillance system that has drawn sharp opposition from the brokers that fund the agency.

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

More than 1,800 IMCA members attended the association's 30th annual conference in Las Vegas this week. Here are some of the takeaways from the four-day event.

As new state regulations loom, experts caution that examiners already expect advisors to have a business continuity and succession plan in place.

Employee volunteer programs obviously benefit the community. What is often overlooked is how such programs can increase employee loyalty and engagement, ultimately helping your business.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

Teams can be more productive, acquire more clients and tend to have better long-term growth, but joining or building a group that will thrive is no small task.

Bill Gross said he wouldn't hire Ben S. Bernanke as an advisor. He'd rather read the former Federal Reserve Chairman's blogs and tweets.

LPL's net income dropped 4.6%, as the firm recorded $11 million in regulatory and legal bill for the first quarter.

If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates.

In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000.