Financial planning

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.

Recent mutual fund flows suggest more advisors are going across the pond when constructing their client portfolios.

Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another.

'This is a boom time for these markets,' says Adrian Flambard, deVere's area manager in San Francisco.

FINRA has issued a long-awaited regulatory notice outlining the proposal for a controversial data-sharing system known as CARDS, asking for comments from the industry and other stakeholders.

Morningstar Inc. cut the rating of Pacific Investment Management Co.’s Total Return Fund, the world’s largest bond fund, to bronze from gold after co-founder Bill Gross’s exit.

The imaginary retirement-income crisis; what happens when your retirement is ambushed; retirement couples' dilemma: the $100,000 difference

Most banks and credit unions outsource their investment services programs to third-party broker dealers, also known as third-party marketers or TPMs. Here's how the largest TPMs stack up by the number of advisors they employ and/or manage.

The rush to shift money to Roth IRAs may be built on bad assumptions. Keep your clients from making a mistake.

Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.