Financial planning

Tax costs are too high, and clients need to take advantage of losses when they are available.

UBS and Morgan Stanley shook up their executive ranks, while Morgan lost several advisors managing more than $700 million in assets to Wells Fargo, Raymond James and independent firm Steward Partners. Click through our slideshow to read about the latest moves, recruitments and promotions.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

The board offered individual counsel to NAPFA members in violation of board rules, an ongoing conflict without imminent resolution.

In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.

When financial planners launch a firm, success hinges on knowing how to run a business.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Economic reality simply hasn't justified the rising rates usually associated with a growing economy, says a Schwab strategist.

In cases heard by an SEC administrative law judge or a FINRA hearing panel, a study finds, 46.7% of broker-dealers, advisors and registered reps succeeded in getting charges dismissed or lowering the sanctions imposed.

Key performance indicators are becoming increasingly important as a way for owners of financial advisory firms to enhance the value of their business.

Whether you're selling right now or next decade, there are many ways to make any solo practice appeal to buyers.

Standard monthly payments are just one of several options for paying off loans after graduation.

A new study reveals an ongoing downward trend in expense ratios for equity mutual funds.

Social media isn't verboten, but it's crucial that planners know the rules.

'The robo-advisors worry us,' said Rush Benton of CapTrust Financial Advisors at a panel on firm valuations.