Financial planning

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.

Buckingham, one of the largest firms in the Focus network, adds its eighth location with the New Jersey firm.

Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income.

The move marks HighTower's fifth recruiting grab this year, totaling about $2 billion in client assets.

Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.

Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings.

BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager.

Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen.

Behind the accounting errors that knocked $4 billion off American Realty Capital Properties' market value was a hidden scheme that generated more than $900 million in managers’ fees and bonuses, investors said in a lawsuit against the company.

New Fidelity research zeroes in on the best practices of RIAs who the custodian identifies as 'marketing leaders.' See what sets them apart.

The Department of Labor's latest proposal should be fully digested and evaluated before public comments are sought by the agency.

Lee D. Weiss of Family Endowment Partners put millions of client money into a quasi-Ponzi scheme, lawyer says.

Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.

Quartet of advisors with $175M in AUM joins Raymond James' independent operation.

Bank of America and its Merrill Lynch unit were sued by two former financial-advisor trainees who claim they weren’t paid overtime for long days and weekend work.

Couples with nontraditional family relationships need planning that is anything but straightforward, says planner Pamela Sandy.

There's a lot advisors can do -- and a lot they aren't doing -- to better serve vulnerable elders, according to a new report released jointly by SEC and FINRA.

Fidelity and Vanguard have almost the same investment portfolios in their target-date funds, but lower expenses give Vanguard's investors a higher return.; Plus, clients should try a retirement dress rehearsal before the big day.

Minimize investment tax liability; Reduce taxable income over the coming year; Plus why your client should dip into taxable accounts to max out their IRAs.