Financial planning

More Democratic lawmakers are pushing for a measure that would increase Social Security benefits and raise payroll taxes to address the program's financial woes; Plus, how retirees can reduce their RMDs with a Roth conversion.

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

Convincing advisors "why they should stay" and continue to grow with Cetera will be a priority for Ballard.

Just months after the Supreme Court appeared to end the legal fight over swipe-fee rules, a new battle is brewing over the interplay between mobile payments like Apple Pay and the Durbin amendment.

Tax preparers share their clients' strangest misconceptions.

The newest generation of up-and-coming investors will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm ready?

In a recent interview Mohamed El-Erian was asked about everything from life after Pimco to where he is currently putting most of his money.

No matter how strong their operating earnings, companies can't pay dividends without this.

The firm recruited three advisors to its employee and independent channels from rivals Edward Jones, Wells Fargo and MetLife Securities.

A checklist for taxable-bond-fund investors; Plus, seeing a tax refund as a financial opportunity, and why stocks may rise before tax day.

Some advisors are hesitant to recommend a conversion for high-net-worth clients since President Obama supports changes to key features of Roth IRAs; Plus, can Social Security benefits increase after age 66?

"It's a perfect storm," says one recruiter and a "golden era" says another. Here are insights and tips from the industry's top recruiters.

Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.

When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.

Morgan Stanley gave James Gorman the biggest raise yet among Wall Street chief executive officers for last year, boosting his pay 25% to $22.5 million.

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.

If you want to turn site visitors into clients, here are four things to keep in mind.

A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit.