Financial planning

At an advisor summit, the industry group urges members to reach out individually to lawmakers to fight regulatory plans.

Advisors have trusted the "Bond King" for years, but with Bill Gross's abrupt departure from PIMCO, the firm he founded 43 years ago, the playing field has changed. Here's what you need to know before the dust settles.

Raymond James' annual Women's Symposium, to be held Oct. 8, is due to feature leading women in the financial services industry, including Sallie Krawcheck.

FSI sees the new insurance coverage as an added benefit the group hopes will help it increase membership and amplify its advocacy efforts.

Bill Gross and the risks of 'star power' fund managers; retirement plans for small businesses; the Roth-IRA math for 50-somethings

Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin.

Fidelity is urging firms to "tone down" sales aspects of planning jobs when trying to recruit new Gen Y advisors, raising the hackles of at least one fiduciary expert.

New York is the capital of the art world, but brave investors may want to look farther afield for opportunities. Be very careful, advisors say.

Advisors should think carefully about finding the right macroeconomic numbers and statistics to share with clients.

When news accounts make clients jittery, advisors must help them strike a balance between bad news and the long view.

The industry is losing about 3,000 to 4,000 advisors annually who aren’t being replaced, says Pershing CEO Mark Tibergien.

Intended to help new planners jumpstart their careers, the career site is set to launch in January and will be sponsored by Fidelity.

Sneaky way to save more for retirement; why aren't 401(k) and IRA balances bigger; 7 money mistakes you shouldn't make in your 40s

Bill Gross, co-founder and co-chief investment officer of Pimco, will join Janus Capital Group, the company said.

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

Which banks are advisors moving to? In the most recent roundup, these advisors switched to BNY Mellon, Countybank, U.S. Bank, Viewpoint Bank and Wilmington Trust.

A study of how various asset classes fared during 15 years of low inflation offers some surprises.

“There’s a very low supply of advisory firms with more than $1 billion in assets under management,” says Echelon CEO Dan Seivert.

Gold investors saw their precious metal struggle last year after hitting an all-time high in 2011—today many advisors remain bearish.

Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors.