Financial planning

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.

What you need to know before retiring internationally; the no. 1 flaw in America's biggest 401(k) plans; retirees, watch out for the state tax bite

Strategies for mitigating the net investment income tax; Tax credits vs. tax deductions; Four investments with unusual tax rules.

Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study.

Which is more important to clients' frontier economy asset portfolios? Debt? Equity? The answer is both.

Should small and midsize RIAs be required to have a succession plan in place for their firms? State securities regulators are asking for input from practitioners as they wrap up the rulemaking process.

The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act.

The SEC has initiated an administrative proceeding against an advisor who allegedly misappropriated around $2 million of investors' funds in a scheme dating to 2008.

Bogle wants to make your nest egg 65% bigger; How smart savers choose between a 401(k) or Roth IRA; Pensions stick with hedge funds despite CalPERS exodus

Census Bureau data comparing U.S. racial demographics with those of advisors show the gap is big. Financial Planning's research has found it may be even bigger.

Female executives from U.S. Trust and Goldman Sachs join New York-based Dynasty Financial Partners.

Morgan Stanley lures highly lucrative talent from Merrill Lynch while Washington Wealth Management grabs advisors from RBC and Wells Fargo plucks four from UBS. Here are the most recent moves among wirehouse advisors.