Financial planning

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Pimco's biggest mutual fund had the worst year of client withdrawals in the history of fund management as the firm lost both of its co-chief investment officers, Bill Gross and Mohamed El-Erian.

Life under $150 million: Successful smaller firms say they've overcome common challenges by embracing a long-term view.

Firm president Tash Elwyn explains the upswing in advisor headcounts.

Pimco's biggest mutual fund trailed a majority of peers for the second straight year after missing a rally in longer-term bonds and betting incorrectly that inflation would rise.

The IRS will begin accepting tax returns electronically on January 20. Paper returns will begin processing at the same time.

The past year has taught retirement investors that stocks will produce yields despite volatility; Plus, the biggest risk investors are taking with their retirement nest eggs.

How clients can face higher taxes on gains paid by underperforming mutual funds, shrink their tax footprint and spend their tax refund wisely.

Independence has a growing value both to clients and to would-be acquirers. See how the top firms are standing their ground. Plus: Top 100 rankings and 50 fastest-growing firms.

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

Cerulli predicts that market share gains in the RIA and dually registered channels will likely come at the expense of wirehouses and independent broker-dealers.

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

The problem with traditional goal setting is that it's not terribly inspirational. Here's a better approach.

The latest Schorsch bombshell "makes quality advisors super uncomfortable," says executive recruiter Mindy Diamond.