Financial planning

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.

Who are the financial planning industry's largest broker-dealers? Financial Planning has unveiled its annual list, so take a look to see where your firm ranks.

Three legal characteristics of inherited IRAs lead to the Supreme Court conclusion that the funds are not "objectively set aside for the purpose of retirement."

Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors?

A growing band of advisors is charging their clients purely for advice. Here's why you should be paying attention.

Wells Fargo enticed away an advisor duo managing a combined $1.5 billion from J.P. Morgan. While the grab was a major coup for the wirehouse, several large advisor teams left Wells Fargo and other wirehouse firms to try their turn at independence. Read more about these and other moves in our latest slideshow.

The IRS has issued final regulations that modify the standards governing written tax advice and update related provisions.

The SEC’s enforcement division has tightened oversight of advisors by focusing on some specific, often-times arcane practice areas.

Variable annuity net sales were in negative territory for the second straight quarter in early 2014.

Small firms need continuity strategies to protect themselves if an advisor dies or is incapacitated.