Financial planning

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

The CEO of one of the largest planning firms makes his own estate planning move.

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors should help their female retiree clients balance their well-placed concerns about longevity with their tolerance for risk.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Increased interest from academia in offering degree programs is the good news--but they still need many more qualified teachers.

It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.

The nation's second largest broker-dealer by advisor count announced Thursday it has agreed to acquire VSR Group and its wholly owned subsidiary, VSR Financial Services.

Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.

Fed policy and your retirement portfolio; Can you file-and-suspend at 62; Unexpected consequences of early retirement

An FA Insight study finds that RIA firms' strategic plans lack accountability, smart metrics and proactivity.

The advocacy organization for personal financial planning announced on Wednesday that Seneca Financial Advisors CEO Joseph Votava Jr. has been elected to serve as its 2015 chair-elect.

Described by authorities as a con man, an advisor with a troubled past is ordered to repay $4.2 million in restitution; will serve sentence in a medium-security prison.

As more people work after they consider themselves retired, planning for retirement income becomes even more multi-faceted.

Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan

'Every study on the topic shows that the professionals generally don't beat the market average over time. But they do cause a lot of churn,' says Scott Adams.

A former United Bank & Trust wealth management team with more than $350 million in client assets is going independent with the help of Dynasty Financial Partners.

Former First Allied CEO Adam Antoniades, who was recently named Cetera Financial Group's new president after both broker-dealers were acquired by RCS Capital, has been named vice chair for the Financial Services Institute's board of directors.