Financial planning

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?

Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70?

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

The CFP Board is seeking to position itself as a guidepost to advance varied efforts to even out the gender gap in a profession in which men hold a substantial majority of positions and dramatically out-earn their female colleagues.

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

Federal Reserve Bank of Boston President Eric Rosengren said brokerage regulation needs a “major re-examination” to prevent funding shortfalls during a crisis and that brokers should have higher capital requirements.

When and how your clients elect Medicare coverage can have a big effect on their overall budget.

A Merrill Lynch team managing $800 million in assets went over to HighTower, RBC recruited an advisor managing $245 million in assets and Wells Fargo scooped up advisors managing more than $700 million in assets. See the latest hires, moves and promotions among wirehouse advisors.