Financial planning

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.

The wealth management industry has long been characterized by a lack of diversity. After the success of Raymond James' Women Advisors Network, though, a group of advisors and branch managers at the firm has launched a Black Financial Advisors Network.

Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.

Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement.

CEOs, when questioned in recent earnings calls, offered first impressions of the impacts the proposal may have on the industry.

With college costs soaring, clients may want to help pay for a family member's education. Watch for these trouble spots.

The company's Private Client Group reported a 2% decline in quarterly profits as the firm continued to ramp up its advisor recruiting.

The association of state securities regulators has proposed a rule that would compel advisors to maintain formal business-continuity and succession plans.

Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.

The settlement brings the total global fines for the scandal to about $9 billion, paid by a dozen firms. UBS paid $1.5 billion in 2012.

The firm's wealth management division also reported that pretax operating earnings rose 16% from a year ago.

Target date funds charge higher fees and don't perform well during a financial crisis; Plus, three great freebies for retirees.

"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.

Psychological experiments at the University of Georgia offer a pair of clear takeaways for advisors facing prospects.

After selling Cetera for a rich $1.15 billion, Donald Marron's Lightyear Capital picks up a $4.7 billion hybrid RIA.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.

Three advisors left the wirehouse to join the independent brokerage network at Wells Fargo.

Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.

Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement.

Which banks are advisors moving to? Eleven recently switched to Bank of the West, BNY Mellon, Northern Trust, U.S. Bank and Bank of America's U.S. Trust.