Financial planning

One of the first new investments from parent company RCS Capital will become available to all nine – and eventually 11 – IBDs by May.

Clients can lengthen their long-term care insurance policy's elimination period, making the coverage more affordable; Plus, deciding whether a Roth or traditional IRA is right for your client.

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

Focus partner firms managed $31 billion and advised on another $10 billion, according to their recent ADV filings -- considerably less than the $70 billion in "total client assets" the firm had previously publicized.

Two Merrill Lynch advisors left the wirehouse for independent firm Snowden Lane Partners.

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs.

To create this ranking, we took our RIA Leaders list of the top fee-only independent RIAs, then calculated the average client account size. The results were illuminating.

BB&T and KeyCorp's quarterly results showed how more diversified regional banks can turn to their insurance sales, investment banking and other fee generators for backup until interest rates improve. Whereas the smaller Huntington Bancshares needed strong loan growth in a quarter (and year) when fees fell.

Congress should revamp Social Security to ensure that retirees will receive at least 75% of their benefits in case the trust fund is depleted, says a professor.

Investors have regained their faith in financial firms, but advisors still have work to do, a new study shows.

Client confusion over what Social Security agents can and can't do means missed opportunity and money left on the table. Savvy advisors can help.

The advisor community is misinformed in thinking this generation doesn't have wealth yet, says TD Ameritrade's George Tamer.

Newly bereaved spouses can face a host of unfamiliar financial issues, and older women are at particular risk. Here are a few specific ways that advisors can help.

Morningstar's recognition goes to funds boasting high returns and smart trading.

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash.

Reducing taxes by using previous capital losses to offset current investment gains and why raising the capital gains tax should be considered.

Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts.

'Let's put this behind us,' a group of Cetera planners told the RCS Capital home office in the wake of allegations against founder Schorsch.

Many advisors miss the old culture at their firms. What exactly are they longing for?