Financial planning

Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

Clients often place too much importance on high performance and not enough on consistent returns.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

Many banks already offer the right products and services but fail to properly market them to younger customers.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

By now, most advisors have gotten the memo: the long-held conventional wisdom about the 4% rule no longer reigns supreme in the face of longevity projections and predicted long-term stock market returns. But they needn't worry.

Scarlett (Yuanyuan) Che, Rianka Dorsainvil and Phuong Luong will be honored for "working to encourage diversity in the financial planning profession and the population served."

Which banks are advisors moving to? Eight recently switched to BNY Mellon, Citi Private Bank and U.S. Bank.

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

Robert Benmosche, who is stepping down this weekend after five years as CEO of American International Group’s chief executive, said he learned in May that he had nine months to a year to live.

New guidance for employees in the Appeals division of the IRS goes into effect in the first week of September.

Adding some guaranteed income to a portfolio drawdown strategy can provide longevity insurance, but there can be downsides to including annuities in a retirement plan.

PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients.

The cost of health care for retirees is a cause for concern, if not outright panic, for millions of Americans. But when you comb through the numbers, it’s not always so bad.

The end of summer is approaching, but the recruiting wars are not slowing down. Wells Fargo advisors recently recruited advisors managing more than $500 million in assets while rival Raymond James reeled in a Merrill executive to oversee a new branch office.

Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues.

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.