Financial planning

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds

FINRA arbitration panel sides with a former Commonwealth Financial Network client who claims he lost his retirement savings due to bad retirement planning advice.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

At least two firms appear to be trolling for damaging information about RCS Capital, Nicholas Schorsch's embattled financial services company.

Janus Capital Group saw more than $1 billion of estimated net deposits into two bond mutual funds in October after hiring star bond manager Bill Gross.

Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60.

Janet Robinson is the first woman to join the 8-member board of the independent firm founded by wirehouse managers and affiliated with Raymond James Financial Services.

The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

The topic of retirement income should be non-partisan so Congress could score points with voters and help workers; Plus, if you're near retirement, the recent recovery is working against you.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.

Goss Wealth Management hopes to become a super-OSJ, expanding eastward from Louisiana along the Gulf Coast and into the Florida Panhandle.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

How much money could the U.S. government potentially save by providing additional financial planning to service members?

Which banks are advisors moving to? Eleven recently switched to BNY Mellon, U.S. Bank and Wilmington Trust.

A deal with Strategic Wealth Partners, outside Chicago, was Focus's sixth of the year, bringing in $1.4 billion.

SEC Chair Mary Jo White declined to specify her position on the coming fiduciary standard rule or when the regulator may issue it.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

Materially, reinvested dividends have accounted for slightly more than 40% of the market's annualized total return from 1926 through June this year.

The Supreme Court agreed to review a challenge to the tax subsidies allowed under the Affordable Care Act, a critical aspect of the law meant to help uninsured individuals better afford health care coverage.