Financial planning

Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider.

Also, Raymond James added two $2.6 million producers advisors who last worked at RBC. However, Raymond James wasn’t the only winner. See these and all the latest advisor moves in our latest recruiting roundup.

Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients.

Despite a push for tighter rules to curb loan and withdrawal leakage, experts say small loans from 401(K)s aren't a drain on savings; Plus why millennials need to start saving for retirement now.

Advisors must do a better job nurturing new women advisors and engaging female clients. Even so, AIG Advisor Group CEO Erica McGinnis has high hopes for women in the industry moving forward.

Veris Wealth Partners, an RIA specializing in sustainable investing, recruited the advisor, who was managing $500 million as a portfolio manager.

CFO moves up as departing exec heads to asset management shop.

The Internal Revenue Service’s Large Business & International division has opened a gateway that financial institutions and the tax authorities abroad can use to send information on financial accounts held by U.S. taxpayers in accordance with the Foreign Account Tax Compliance Act.

The Internal Revenue Service is auditing the taxes of fewer businesses as a result of budget cuts in recent years.

The Internal Revenue Service reportedly sent a tax lien for $6,410,449.20 to Academy Award-winning actor Robert De Niro for his 2013 taxes, but it has now been paid after the notice went to the wrong address.

Click here for the top 25 bank advisors based on fee business.

The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.

During a session titled "Secrets of a Top Producer," Michelle Brennan Hall offered three questions that advisors can use to refine their firms' direction.

Our annual Top 50 was based on a composite score using various performance metrics. Here is a listing of the top bank advisors ranked in each individual category. Click here for the top 25 based solely on assets under management.

The Institute for the Fiduciary Standard is asking for input from the industry in its effort to help consumers distinguish between fiduciary advisors and "product sellers."

On Wall Street honors the industry's leading branch managers.

Click here for the top 25 bank advisors based on their return on assets.

After 18 years with LPL, veteran advisor Edward Metz leaves for more personalized service at the smaller BD.

On Wall Street honors the industry's leading branch managers.

Click here for the top 25 bank advisors based on annual production.