Financial planning

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.

Rep. Spencer Bachus (Ala.) is the first Republican in Congress to endorse the Investment Adviser Examination Improvement Act.

Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now

The panel is comprised of seven public members and six industry representatives, pulling together advocates, attorneys, regulators and executives from firms such as Citigroup, Morgan Stanley and Securities America.

Daugs fraudulently misused client assets "to make loans to himself to buy a luxury vacation home and refinance a rare vintage automobile," according to the SEC.

Figuring out your real cost of living; Investing like Warren Buffett; Why clients ignore most of your advice

Founders of IHT Management hope to create a wirehouse-like alternative to lure other advisors.

Wells Fargo recruited advisors managing more than $1 billion in assets from its rivals. Meanwhile St. Louis-based Benjamin Edwards lured away 10 advisors from Wells. But both firms weren't the only ones recruiting top talent. See these and other moves, hires and promotions in the latest advisors on the move slideshow.

U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.

As part of its FP50 special report, Financial Planning tracks the breakdown between fee and commission revenue. Here are the IBDs with the highest percentage of fee revenue.

The deal creates a new powerhouse wealth management firm, consolidating approximately $9 billion in assets from both Banyan and Boston Private Bank & Trust.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, U.S. Bank and Webster Private Bank. Two joined from a wirehouse.

A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds.

The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.

The oft-cited line that the top 1% of U.S. households lay claim to 30% of all wealth is probably an understatement, according to a European Central Bank working paper.

Social security strategy is situational; Delaying Medicare benefits will cost you; Don't set and forget withdrawal rates

Richard Gill's departure from Focus follows the exit last month of Michael Paley, who co-led the firm's mergers and acquisitions team.