Financial planning

ARCP filed the suit after RCS didn't complete an agreed purchase of shares in Cole Capital Partners and Cole Capital Advisors.

Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come.

Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content.

Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.

When Debra Wetherby started her investment advisory firm in 1990, she was 32, just married and had less than $50,000 of capital.

It's impossible to put clients first if advisors offer subpar advice, or ignore the government program altogether.

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.