Financial planning

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.

Clients may consider reducing the amount they set aside in their 401(k) plans and invest the money in real estate, according to financial planner; Plus, how women can generate income for life.

Nicholas Schorsch has resigned from RCS Capital, New York REIT and 11 other non-traded real estate investment trusts and direct investment programs sponsored by AR Capital.

Frequent traders use the tools with individual stocks, but planners advise caution for many clients.

ETFs in the U.S. reached a $2 trillion dollar milestone in December, demonstrating the product’s surge in popularity. Here are the year's 10 best performers.

Pershing's failures "exposed customer funds and securities to risk," according to FINRA.

Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits.

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up.

Every advisor's experience is different. On Wall Street's popular Life Stories feature chronicles the experiences of advisors -- from their point of view.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.