Financial planning

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?

But while quarterly earnings at the company's wealth management unit dropped 7% from the previous quarter, they were up 30% year-over-year.

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.

Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said.

The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston.

Here's what advisors should keep in mind if changes to capital gains rules gain traction on Capitol Hill.

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

Gearing up for tax season? Here are two things to consider when planning for your wealthy clients.

Founder Ric Edelman says he decided to split the roles rather than hire a single executive to replace him.

“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.

The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.