Financial planning

Sure, today's rates are low. That makes it a great time to protect your clients against unexpected rises tomorrow. To arm your clients' portfolios against inflation, here are five investment categories to consider.

Advisors recount efforts to help troops, being rebuffed by the military and their hope for change.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

Following an investigation by Financial Planning that showed a strong link between money woes and troops taking their own lives, a lawmaker pushes for additional funding to help them get comprehensive financial advice.

Several banks have thrived on failed-bank acquisitions since the financial crisis. Here are the most active shoppers, in terms of the number of failures they have bid on, based on data from SNL Financial.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans.

Two former Wells Fargo Advisors who managed $400 million have left to join a firm with Focus Financial Partners, the network of independent financial advisors.

High-speed trading isn’t such a big problem for investors - but the underlying structure of the U.S. financial markets just might be.

HighTower has added a Merrill Lynch team with nearly $300 million in assets to its new network aimed at breakaway independents.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Generational wealth transfers can play a large role in the future growth of advisory firms -- but woe to those firms that aren't prepared for it. A few planners share their strategies.

Wells Fargo lost four advisors to regional firm Benjamin F. Edwards, but the wirehouse picked up six advisors collectively managing more than $500 million in assets. Meanwhile, UBS recruited a former Merrill advisor with $500 million in assets. Click through our slideshow to see these and all the latest moves, hires and promotions.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Competition is getting even tougher. Make sure you offer clients better service, deeper relationships and access to smarter experts.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Advisor rating site BrightScope's first list of the country's "most social" advisors is met with some head-shaking by planners.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their portfolio.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.