Financial planning

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.

"Smart beta" ETFs are attracting funds from both active managers and passive indexes.

Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears.

High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values.

On first Capitol Hill advocacy day, FPA advisors are meeting with policymakers to push for greater fiduciary oversight and regulation.

The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit.

Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies

Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners.

Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors.

Stock brokers who switch firms will be able to keep their bonuses to themselves for at least a few months longer.

Some efforts at innovation just don’t pay off. But if you learn from them, you can make future initiatives more successful.

American Realty Capital Properties' Nicholas Schorsch will step down as CEO in October and be replaced by President David Kay as part of governance changes at the largest single-tenant landlord.