Financial planning

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.

At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.

It pays to make tax-related decisions when time is on your side.

Leaving pretax money to charities reduces taxable distributions for other heirs.

It pays to make tax-related decisions when time is on your side.

Mixing your clients' charitable impulses with your own can have multiple benefits.

Leaving pretax money to charities reduces taxable distributions for other heirs.

Policyholders may be able to reduce benefits and still get good coverage; Plus, using direct deposit for income checks can help retirees avoid becoming victims of fraud.

"The world has shifted from outbound to inbound marketing techniques," Craig Faulkner, founder of FMG Suite, says at Schwab Impact.

William Goslee and Alan Lenahan of Fund Evaluation Group offer attendees of Schwab Impact guidance on working with endowments and foundations and dealing with the 'Ringelmann effect' on committees.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.

Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.