Financial planning

The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough

The financial powerhouse announced it has acquired the business of Capital Planning Advisory Group, a small Yardley, Pa.-based RIA. The team will bring $120 million in client assets.

The industry talks a lot about transparency, but issues get tricky when you’re working with families, money and personal relationships.

After leaving LPL for NFP, Washington Wealth brings its breakaway advisor total to seven for the year thus far.

Regulation is the biggest driver of change for mutual funds and money market funds, according to a new EY survey, and it may have consequences beyond higher costs. Heightened regulatory demands anticipated to fall on managers and their products means increased costs of doing business. For financial advisors, this may mean higher costs of products for their clients or, if costs become too high, potentially avoiding such products in favor of more passive investment methods. …

Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid

Finished your beach reading yet? Our Summer Reading List was so popular that we put together a sequel. Here are 10 of the top-rated books for financial advisors on Amazon.com. Enjoy these helpful titles on a getaway -- whether it's on the beach or on a business trip.

HighTower has expanded its West Coast market by picking up an independent team with $400 million in assets in Bellevue, Wash.

'There is a limited supply of top quality RIAs having the right stuff,' says M&A advisor David Selig. 'Suitors are clearly prepared to pay nine times cash flow or more for these gems.'

6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care

Many advisors have not formalized their client communication practices, a misstep that could hamper long-term business success, according to a recent FPA study.

We reshuffled the deck from our Top 20 program Managers to present the best of the list based strictly on the productivity of their teams.

Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact.

Securities America picks up a team with $120 million in client assets while a Focus partner reels in a wealth manager with $150 AUM. Here's a roundup of some of the most recent moves among independent financial advisors. View the list in slideshow format [here.] Securities America Joint Venture Snags Advisor Pair …

As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

Here are the most critical retirement issues facing clients and their advisors.

Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama