Financial planning

Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

Clients don’t think of themselves as average, and human advisors are best equipped to customize and personalize their solutions, advisors and industry experts say.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

Professionals or any high-net-worth clients who might face lawsuits can often benefit from setting up overseas trusts, a meaningful deterrent when overzealous plaintiffs come knocking at the door.

A positive online presence is crucial to the success of an advisor’s reputation.

To obtain approval and funding for security improvements, bank technologists have to make their case by pointing to losses from recent security breaches. But calculating those losses can be tricky.

From stolen cell phones to email scammers and hackers, advisors face numerous threats to the security of sensitive client data. Here are a few simple ways advisors can avoid getting hacked.

Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them.

Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio

When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.

When it comes to compliance, do-it-yourselfers must build policies and procedures that can protect the firm. But as practices grow, seeking outside assistance may be necessary.

Pimco’s pain isn’t Bill Gross’s gain, at least not yet.

Bond bears are right, and wrong; The only state where retires have enough income; 3 biggest risks every retirement saver should know

Now that 5-year performance data is available, advisors can compare performance for the ETFs.

The confidence level of investors for advisors and brokers surveyed by the Center for Audit Quality was up to 70% in 2014 compared to 66% in 2012.

How clients can still reduce last year's tax bill before the extended filing deadline of Oct. 15 for 2013 tax returns; Ask the right questions after a manager change like Bill Gross' departure from Pimco; Stretch out tax savings during retirement years

CFP Board drops investigation into activist planner after he drops CFP certification.

Everyone on staff should know how to handle sensitive client information, making it possible for them to be responsive, but not nosy.

Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.