Financial planning

Retirement health costs, planning for the wild card; Here are 3 important things to think about if you're retiring soon; Clean up that cluttered portfolio

In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.

Morgan Stanley grabbed an advisor team managing $1.1 billion in assets. But the wirehouse isn't the only firm recruiting top talent. See these and all the latest hires, moves and promotions among wirehouse advisors.

If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen.

With NATO and Russia at loggerheads over a civil war in Ukraine, Britain facing the possible secession of Scotland and the Euro sinking, it might seem odd to think about investing client assets in Europe. But think again, some experts say.

With domestic oil and gas production forecasts buoyed by fracking extracting technologies, many investors have begun to seek new ways to refine their asset portfolios so they bolster efforts to help the earth achieve sustainability.

Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.

Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds.

Supporters of a broader and more rigorously enforced fiduciary standard are rallying behind a set of best practices they would like to see advisors and brokers incorporate into their practices.

Social Security and unpaid student loans, what the feds won't tell you; Medicare is pricier in unhealthy states; How the financial crisis put up more barriers to a secure retirement

While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches.

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships.

Nicholas Schorsch boasts of new RCS platform's offerings and advisor payoff, but user interface offers glitches, confusion.

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.

Michael Aronstein, a portfolio manager for Marketfield Asset Management, says the Fed moves have forced advisors to rethink the way they use bonds in a portfolio.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Applying your fantasy football skills to retirement savings; 7 fatal flaws in America's 401(k) plans; 3 steps to protect your portfolio in the next market crash