Financial planning

Here are the best and most eye-opening takeaways from IMCA's annual conference, held this week in Boston.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

The nation's fourth-largest bank has opened another mini-branch in hip Washington, D.C., neighborhood teeming with young professionals. Is this the prototype for the urban branch of the future?

As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable.

Dynasty began to "unwind" its service agreement with Further Lane following SEC actions against the firm in late October 2013.

A former Morgan Stanley advisor team that managed $600 million in assets has left the wirehouse to join forces with HighTower.

Judge tells board to produce documents, denies Camardas their request for sanctions; CFP Board sends documents to plaintiffs.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

When it comes to technology, advisors need to focus less on increasing efficiency and more on engaging clients.

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

Investors not only want advisors to earn extra credentials, but they want advisors to work to maintain those credentials, a new study by IMCA finds.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.

It's clear that leverage was one of the main culprits of the financial meltdown, but what other factors were at play?

IMCA is updating the curriculum and exams for its CIMA certification to better prepare advisors for a changing industry, the association said at its annual conference.