Financial planning

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

Survivor benefits have some unique rules that separate them from the rest of the program.

A set of mid-1990s recommendations aimed to reform Wall Street's culture. They didn't, however -- and the real losers were investors.

Several factors are pressuring margins for everyone in planning, says LPL Financial's Bill Morrissey.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

What clients really need is a smart distribution strategy for their retirement portfolio. Here's how our firm handles it.

Use these rules to find your target audience, market your theme and deliver your remarks with confidence.

Average IRA contributions reach all-time high; Why you need a second-career matchmaker; Time to retire Social Security numbers?

A federal jury found an investment advisor liable for fraud after he allegedly enticed his former brokerage clients to transfer their assets from Wedbush to his RIA practice.

Maintaining adequate reserves of spending cash can ease retirees’ concerns about periodic volatility.

Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

Are advisors doing clients a disservice when they prepare to hand over the reins?

RCS Capital, is acquiring another midsize independent broker-dealer, San Diego-based Girard Securities.

Some 49% of Americans end up retiring unexpectedly. How do financial planners best help clients in this situation refashion retirement plans?