Financial planning

Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.

Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits.

Here’s a primer on long-short funds, managed futures funds and managed payout funds.

"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley.

CFPs cite real estate downturn, outside business failures as triggers for financial troubles.

Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.

Falling interest rates and the increase in the number of people retiring are two big risks facing the Social Security system; Plus, why 401(k) participants should forgo a higher allocation to their employer stock.

“We were worried [advisors] would be at a competitive disadvantage," says Bernie Clark, Schwab Advisor Services' executive vice president.

When recently polled, U.S. high-net-worth clients gave their advisors a grade of C-.

The $2.7 billion-asset Peapack-Gladstone in New Jersey said it will incorporate the firm into its private wealth management business.

Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.

Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings?

If regulators can't tell the cultural differences between wirehouses and independent RIAs, Bob Veres has put together a few survey questions they can use.

Click here for the top 25 bank advisors based on their percentage growth in AUM.

Investigators will remain focused on RIAs, the commission's enforcement chief told lawmakers in his appeal for funds to add staffers.

I don't want to be a distraction, I don't want to be irrelevant -- and I don't want to be wrong. Perhaps you shouldn't be making predictions either?

The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1.

LPL's "lagging earning results" led the company's compensation committee to cut Mark Casady's bonus by 40%. But Casady also got $6 million in stock options.

A tax-efficient strategy to best index funds; Plus, six reasons why investing in a taxable account is underrated, and how to capitalize on capital gains tax rules.

Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns.