Financial planning

When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected.

Here are the smartest tips and tricks we’ve heard recently.

By focusing on what really needs protecting, advisors can help bring insurance spending under control.

Scott Adams and Heath Burch focus exclusively on families with special-needs children. It started as a small workshop because Adams was going through these same issues, but then it boomed into a practice that draws clients from 49 states and overseas.

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

Our signature top program managers rankings are based on multiple variables. Here we present the top 10 based solely on the percentage increase in team AUM.

Clarity in strategic vision and compensation boosts advisor satisfaction, according to a new J.D. Power & Associates study.

Stifel lured away advisors managing about $500 million in assets from its rivals. But the St. Louis-based firm was not alone in recruiting top talent. Wells Fargo pulled in four advisors managing more than $450 million from rivals UBS and Morgan Stanley.

The FP50 tracks the percentage of client accounts with more than $100,000; many of the top spots, it turns out, are held by smaller boutique firms.

Stifel lured away advisors managing about $500 million in assets from its rivals. But the St. Louis-based firm was not alone in recruiting top talent. Wells Fargo pulled in four advisors managing more than $450 million from rivals UBS and Morgan Stanley. Read about these and other moves in the latest OWS slideshow.

Cantor aims to bring on 250 to 350 advisors within three to six years and is prepared to be "extremely competitive" in its pursuit of wealth managers and advisor teams.

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.

Markets are rising, job satisfaction is high -- but stress levels are increasing for financial advisors.

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.

Every year we run the numbers to see how the top 10 list would change if the B-D networks aggregated their revenue numbers. This year we added another twist, looking at how the rankings would be affected if the new RCS network had in fact been put together before the end of the year.

On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015.

Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services.

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.