Financial planning

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

The proposal prohibits brokers from arranging for the expungement of customer complaints as part of arbitration settlements.

Record quarterly profits of $122.7 million were boosted in part by the performance of the regional firm's private client group.

Increasingly, firms are seeking to move toward an ensemble model to improve flexibility and ease the burden on top advisors.

New rules will require institutional prime funds to allow NAV to float to market value.

After being ordered to stop calling his firm fee-only, Rick Kahler claims retribution and threatens a lawsuit.