Financial planning

Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along.

Looking for possible investments for the next market decline? Here are the top 10 funds based on how they performed during the last sustained bear market; specifically from October 2007 to March 2009.

Millennials feel guilty about this common financial decision—but they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance

BlackRock, the world’s biggest money manager, cut fees on certain share classes of three fixed- income funds as the departure of Bill Gross from Pacific Investment Management is sending billions of dollars to competing firms.

Convergent CEO David Zier's death followed inquiries into his management of an outside fund, according to Chairman Steve Lockshin.

When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.

Strong details and carefully executed plans make for a positive transition.

The independent broker-dealer has added former LPL affiliate Nelson & Nelson Wealth Management of Camarillo, Calif.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.

Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients don’t have any pure Canadian investment assets in your portfolios. You might want to reconsider.

How a planner can help keep unequal inheritances from tearing a family apart.

What older workers can and can't do with their 401(k) plans; 401(k) investors are 'so dumb'; 401(k) contribution limits will increase for 2015

Midsize firms are proving to be an M&A sweet spot: "The next leap for firms with $500 million or less is $1 billion, but they can't get there on their own," says Michael Bilotta.

Financial institutions need to take preventive steps to avoid financial losses and the exploitation of their elderly clients. Are you prepared?

The IRS has released its new contribution levels for tax-deferred savings plans in 2015 -- and the higher dollar figures may mean more to clients right now than in other years, says CFP/CPA planner Karl Schwartz.

The “reverse churning” comes in when the client is in a wrap program, despite being a low-volume trader.

Advisors must take precautions to guard their business brands and personal reputations online. Here are some simple but important steps advisors should take now.

Corporate executives are smart, but they need help when it comes to planning. Here are a few sophisticated techniques that can help them.

When it's time to give up control of your firm, will you know what to do?

The Women Advisors Forum in Chicago brought advisors and industry leaders together to talk about topics such as boosting assets and women's participation in the business. Here are some of the smartest comments heard at the conference.