Financial planning

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

A new RIA in North Carolina formed by three recently departed wirehouse advisors has chosen to affiliate with Raymond James' custodian group.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

Tax season reveals the many misconceptions taxpayers have about the Tax Code. Here's a selection of examples submitted by readers.

Financial advisors: Here's how to get a baseline reading of your own firm's practices.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

Succession planning was the driving force behind the merger, according to principals for both firms.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

Despite a commitment by Schorsch to keep top executives, Roth, the former Advisor Group CEO, will head the new management team.

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

Merrill Lynch led the pack at the beginning of May, recruiting a team with $3 billion in AUM. But it wasn't the only winner in the recruiting wars. See all the latest moves and promotions across the industry.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on