Financial planning

Some retirees regret past decisions based on greed, others for tinkering too much with their portfolios or keeping too much cash on hand; Plus, how to max out Social Security benefits.

A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now.

The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs.

Conventional wisdom says investors should reduce equities in their portfolios as they age, but a study takes a contrary view; Plus, more information doesn't necessarily make for better investment decisions.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

2 advisor teams, Foran Financial Group and Sweatt & Walters, leave for Raymond James Financial Services.

This is it, our signature ranking of the top 50 financial advisors in the bank channel.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

This is it, our signature ranking of the top 50 financial advisors in the bank channel.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check.

A recent study compared advisors’ reactions during the last financial meltdown to PTSD. Here’s my advice for beating stress when markets go haywire.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.

An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.

So-called experts tend to do a lousy job predicting the direction of the economy or the stock market. Here's what advisors should do about it.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.