Financial planning

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Wells Fargo enticed away a $700 million team from Morgan Stanley. But Wells Fargo wasn't the only winner in the battle for top talent. See these and all the latest recruiting moves in our latest recruiting roundup.

Net new AUM is a "high-quality reality check," said Paul West of Carson Wealth Management.

Many non-working spouses are allowed to have an IRA but fail to open this type of account; Plus, suggestions from experts on fixing Social Security.

High-yield funds are losing cash, yet still earning a profit. For clients willing to take on extra risk, here are the 10 largest funds in this category, along with performance metrics for each.

As e-readers have become more popular, publishing technology is now simpler, as well. Here's how to use an e-book to boost your credibility.

Restructuring a client’s investments to maximize their after-tax payoff can yield a small fortune. Start with these steps.

For high-net-worth clients whose estates top the federal exemption, smart planning matters as much as ever. Here are a few strategies advisors may find rewarding.

Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.

Aiming at a new professional certification, the Institute for the Fiduciary Standard published a draft of best practices for fiduciaries, seeking to help investors distinguish between "product sellers and advice givers."

Large data pulls required in stepped-up SEC exam are not related to ongoing troubles at Girard parent RCS Capital or American Realty Capital, CEO says.

If financial firms are serious about incorporating gender and ethnic diversity into their leadership teams, they need to encourage women to apply for promotions and implement more flexible work schedules.

Some RIAs who claim to be for sale "have no intention of selling," said United Capital's Matt Brinker. "They like the dance."

The National Football League season should remind retirement investors that luck also has a part in investing success aside from the years of preparation and good decisions; Plus, weighing the pros and cons of long-term-care coverage.

Next-generation advisors, next-gen clients and next-gen technology are at the heart of TD Ameritrade's newest programs for advisors.

Advisory firms are finally starting to provide a better experience for tech-savvy clients. Tamarac's new app is a step in the right direction.

Latest setback for Schorsch's financial empire as accounting firm steps aside.

Algarve, Portugal, Cuenca, Ecuador, and George Town, Malaysia, are among the 10 places in world where American retirees can get the most for their money; Plus, why investors should think twice before choosing a Roth IRA or Roth 401(k).

Ameriprise Financial reported 33% year-over-year growth in wealth management profits.

The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say.