Financial planning

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.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

After being forced to produce extensive records, the board hopes a judge will similarly order two planners to produce voluminous documentation.

The recently-launched Lebenthal Wealth Advisors has brought in its second large advisory practice with the addition of a $600 million team from BNY Mellon.

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution.

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

Walk into any wealth management firm, and chances are there won't be any African-American advisors at all. What's causing the diversity gap - and how can the industry fix it?

The silence about planning’s race gap is most insidious.

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.