Financial planning

Household wealth in the U.S. increased from October through December by the most in a year as stock prices advanced to an all-time high at the end of 2014.

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

Behind the scenes, tension was building in the executive suite, according to insiders. And Moore's departure appears to have been the result of an internal rivalry with the man who replaced him as president.

How taxes should affect an investor’s asset allocation; Plus, how changes to IRA and 401(k) plan rules can help clients to save on taxes.

Why Congress needs to stop Medicare from lowering the fees paid to physicians; Plus, a study that says that many workers could see cuts in pension benefits.

A recovering economy has all but stopped talk about loan growth. Instead, bankers are now getting grilled about deposit gathering, dealmaking and, in some instances, how they are dealing with slumping energy prices.

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

A wealth manager has been hit with 14 customer disputes since entering the industry in 2005, FINRA records show.

Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract.

Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.

Online competitors like Wealthfront and Betterment are taking issue with Schwab's characterization of its automated investment service as cheaper, better and not just skewed to millennial investors.

The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows.

The divide within the financial industry creates confusion that ultimately puts the financial security of everyday consumers at risk, write NAPFA execs Dave O'Brien and Geoffrey Brown.

Tax season isn't supposed to be fun. But if your civic duty feels extra unpleasant this year, you're not imagining things. Here are four reasons this tax season really is the worst.

It's 'not what I would consider to be planning,' said RCS Capital CEO Michael Weil during a Citi Asset Management Investors Conference in New York.

Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits.

As federal regulators mull rules to extend anti-money laundering requirements to advisors, industry members might want to act on their own to set up formal programs to screen for suspicious activity.

Many investors traditionally bought high and sold low, losing out on market averages. But a new Morningstar report shows that the typical investor now is posting returns that are closer to those of mutual funds.

A majority of Americans continue to be concerned about the privacy and safety of their personal and financial data when filing their tax returns online.