Financial planning

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The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.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

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.

The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.

We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!

Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.

We reshuffled the deck from our Top 20 program Manangers to present the best of the list based strictly on increases in team production.

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Mixing your clients' charitable impulses with your own can have multiple benefits.

How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early

Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal?