Financial planning

'There's no doubt that this world has opened up and more companies are now open to dividends,' says Thomas Huber of T. Rowe Price Dividend Growth Fund at the Morningstar Investment Conference.

With Europe still slowly muddling its way to recovery, investors looking for returns in developed nations should give Japan a second look, argue two experts.

Our signature top program managers rankings are based on a proprietary algorithm using multiple variables. Here we present the top 10 based solely on the number of advisors on their teams.

Taking on Emerging Markets these days is best on a country-by-country level.

Sharing of best practices across IBDs to become standard for RCS' new Cetera network, says Adam Antoniades.

It is time to rethink retirement planning. A few experts offer the latest thinking on portfolio allocations, long-term care coverage, annuities and more.

Issues ranged from possession of child pornography to assault and taking a test for a supervisor; 14 planners penalized, in total.

Participants at Morningstar panel discussion outline major challenges in fixed-income and equity markets. "Hard to come to work" if you are a portfolio manager.

'There are some really extraordinary companies in Russia, but you have to be willing to embrace the controversy,' says Oppenheimer's Justin Leverenz at a Morningstar conference panel.

Legislation that aims to help troops facing severe monetary hardship wins in unanimous vote.

To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts.

Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it.

Our IRA expert looks at what happens to required minimum distributions the recipient of an inherited IRA.

Using the right chemistry, advisors can mix investments and land in a sweet spot on the risk-return spectrum.

Reworking a compensation plan for your firm? Ask yourself these questions first.

'Demands for digital capabilities know no boundaries when it comes to age, wealth, or geography,' says Capgemini's Jean Lassignardie

Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.

As regulators again put off action on a fiduciary standard for the wealth management industry, fi360 lets advisors move forward on their own.

Traditional questionnaires stink - but we still use them. Let's change the conversation.

Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.