Financial planning

An in-person getaway offered substantial benefits to members of an online, geographically diverse mastermind group. The group had a few tips for other advisors.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

The U.S. Social Security system is stronger than many people realize. Yet there are some long-term funding issues that need to be addressed. Here are some of the ways the feds could fix the system.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Former Federal Reserve Chairman Ben S. Bernanke is joining as a senior advisor, his second consulting agreement with a top money manager in as many weeks.

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Instead of shifting all their assets to bonds and other safe investments, retired clients should keep some in high-quality dividend stocks; Also, clients should be self-centered when planning for retirement.

An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.

The U.S. Senator says she is, "concerned that these incentives present a conflict of interest for agents and financial advisors."

Adopting the skills of an anthropologist can empower advisors to help wealthy clients mend troubled family relations before it's too late.

"The bar of expectations among advisors has been raised by their experience with a best-in-class website," says the author of a new report in which advisors ranked fund managers.

Digital upstarts are out to steal traditional banks' customers by taking the hassle out of everything from account opening to borrowing. It’s tough to compete with banks' resources and brand recognition, but these new mobile competitors are adamant that they can win on customer experience.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.

Understanding generational differences plays a critical role in your ability to win new clients, from making initial contact to sealing the deal.

After several annual losses and FINRA fines, call center magnate John Sykes to sell JHS Capital to the country's second-largest IBD.

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.

The online certification program uses academic insights to help advisors identify common misguided decisions investors make.