Financial planning

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.

"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.

Frontier markets exhibit the same signs of possible profitability that could be found a decade ago in emerging markets.

The financial services sector as a whole is chasing short-term gains and in the process saddling investors with the costs of higher trading volumes and often not acting in their best interests, says Vanguard founder John Bogle.

The deal with Joseph Capital Management gives Modera a Florida presence plus tax and technology expertise.

During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

If Scotland votes for independence from the U.K., will that bolster or threaten the Scottish economy? What could it mean for ex-pat clients?

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.

How to prepare for retirement on a low income; How much do you really gain by waiting for Social Security; Manage your health records online

Should advisors be looking at a China that promises investor riches or a China that bodes disaster?

Two Florida planners drop antitrust claims against CFP Board to shield clients; Board still wants client names

In a two-week period, Ameriprise has recruited five advisors managing more than $600 million.

One year later, Forbes' growth plans have been stymied by a difficult market for acquiring firms.

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Happy birthday ERISA! The Employee Retirement Income Security Act of 1974 turns 40 this month. Here’s a look at 11 important milestones, modifications and case law in the legislation’s 40-year history.

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity