Financial planning

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.

People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference.

A new version of Oranj aims to help advisors be more strategic in the ways they run their businesses.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.

A Roth conversion that increases reported income might also decrease health insurance premium tax credit and thus bumping up the cost of the conversion.

Real estate investing and retirees in the same sentence scares many financial advisors. But one, who teaches such strategies, gives them a green light if clients follow a few of his cautions.

Guaranteed pensions still exist for some lucky retirees; financial planners need to know how help those clients make the best pre- and post-retirement planning decisions to effectively manage the steady income.

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

Derek Bruton takes the top job at a firm with historical ties to an advisor that the SEC has barred from the industry.

In response to online rivals, Mark Cortazzo created a passively managed portfolio service and offered it on the Web.

Focus Financial Partners named Dan Sontag, a former president of Merrill Lynch's global wealth management unit, to its board of directors.