Financial planning

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.

Advisors face a shifting landscape on both competitive and economic fronts. Many argue that it's time to scrap the AUM fee altogether.

Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.

As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.

Clients should use the first-in, first-out strategy when selling stocks or funds in their portfolio to avoid hefty penalties; Plus, why middle class households are saving more than the rich.

As an advisor, you're not necessarily obligated to vote proxies for client portfolios. But you must make sure your policy is articulated clearly. Here are a few things to keep in mind.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.

Floating rate funds offer solid income, but can be extremely volatile.

The advisor, now barred from FINRA, allegedly violated his firm's policies and FINRA rules when he borrowed money to build a oceanfront vacation rental.

The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.

Growth and value funds both have generated profits for the past years, but which is higher? Take a look at the five top-performing funds in each broad category.