Financial planning

The firm’s new wealth management arm hopes Sayra will become the voice for women in the industry.

An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.

Schorsch makes big changes to the firm's executive team with a new CEO as well as the hiring of longtime LPL exec Bill Dwyer.

A workshop on an approach that some say goes far beyond classic principles, gives international players a taste of the process.

How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar

This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say.

"Despite brave talk about 'I'll never put my kids through what happened to me with my parents,' 75% of people never have that cross-generational conversation," an elder care specialist told advisors at the FPA conference in Seattle, Wash.

American Depository Receipts can provide investors with an easy way to directly hold equities from around the world.

In which the author takes a pair of popular assessments and finds he’s not as daring as he thought he was.

Brad Bueermann of FP Transitions says you should go with the right fit when buying or selling an advisory business.

‘Dare to be vulnerable,’ planner advises colleagues at FPA conference.

Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications.

Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security

New online advisory services are turning up the heat for advisors. Know how to arm yourself.

Advisors can help clients achieve foreign diversification in their portfolios by buying U.S.-listed companies with major overseas footprints. Is it enough?

Advisors must carefully examine what countries and types of companies are in various indexers’ emerging and frontier market baskets.

Indian stocks have been on a tear this year amid optimism about the country’s new government, but political uncertainty and rich valuations should give investors pause.

"One thing we can tell you is our opposition was there before us," says FPA's director of advocacy. "We heard over and over again the argument that if a fiduciary standard were extended to broker-dealers the middle market would be hurt."

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank