Financial planning

Charles Schwab removed Pimco from its target-date retirement funds after the departure of Bill Gross.

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As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.

Analysts expect investors exiting Pimco's Total Return Fund will move into alternative strategies.

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

As tax planners and their clients look toward the end of the year, most of their planning centers around the Affordable Care Act and the fate of the “extenders.” Together, they generate multiple planning issues.

Federal workers lose big by pulling out of low-cost retirement plans; in ruling on California's bankruptcy, judge challenges sanctity of pensions; 5 things to remember when selling your business for retirement

Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash.

President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

The strategy once known as SRI has rebranded and expanded. Here’s what you should know now about the universe of values-based strategies.