Financial planning

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

Advocates are calling on the head of the SEC to move forward with a uniform fiduciary proposal, even if that means pushing the rules through a divided commission split along party lines.

Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.

To prevent another meltdown of the market that helped spur the global crisis in 2008, large broker-dealers should receive access to Federal Reserve loans to enhance liquidity in the sector, according to a new report.

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?

Linda Fienberg, the head of FINRA's contentious dispute resolution division, will step down from the organization at the end of November.

Some leaders of large community banks like are eager to line up the next big deal. Others seem content to steal lenders and open offices after several years of acquisitions.

Can your financial advisor solve your retirement puzzle?; Don't let IRA contribution limits wreck your retirement dreams; How you can be happy in retirement

In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds.

Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?

The number of transactions jumps to 16 in the second quarter, up from 13 in the first, with the average size of acquired firms rising to $1.18 billion.

Delaying Social Security and covering your fixed costs are just two of the tips for creating a sufficient retirement income.