Financial planning

Ameriprise CEO Jim Cracchiolo credited growth in the firm's fee-based businesses and wealth management unit for the company's robust overall performance.

"This is a head-on counterattack and is definitely making the [digital] space a lot more competitive," says William Trout, a senior analyst for Celent.

American Realty Capital Properties, the biggest U.S. owner of single-tenant properties, said its financial statements are inaccurate and replaced its chief financial officer and chief accounting officer.

Where should clients put income from a side consulting job when they've maxed out their retirement plan contributions?; Plus, one of the most important retirement decisions you need to make; And don't the next downturn undermine your retirement.

The startup's software could make basic planning available to a much broader audience than the industry currently serves.

Pacific Investment Management, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial.

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?