Financial planning

Make no mistake: Bringing on new talent is a high-risk endeavor. Be sure you get it right.

Social Security is a numbers game, with age being the key to many of the decisions. Here's a convenient reference list of the pertinent ages and what they mean for your clients.

This year's accolades fall to 100 Honorees that have been nominated by their firms and then selected from this broader field by our editors.

While traditional active management is likely to continue to be "the core" of asset management, passive and alternative strategies are on track for faster growth, according to PwC's new report.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.

New “article” pins allow users to share more than just photos and advisors should pay attention.

John Lindsey, who left Edward Jones in 2012 and won a FINRA arbitration case against his former firm last summer, has launched The Bold Advisor to provide support, guidance and information to breakaway advisors.

For a high-income individual taking an unexpected hit, a Roth IRA conversion can be a smart solution.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

Former Wells Fargo Advisors with $215 AUM join Baird, a $300 million Morgan Stanley team goes independent and Raymond James recruits several advisors to its ranks. Here are some of the most recent advisor moves in the employee advisor channel

The Minnesota Society of CPAs recently conducted its annual CPA member survey about the most strange and unusual tax deductions proposed by clients. The responses included everything from pets and wedding rings to gifts not given.

Our IRA expert answers questions about the IRS's 6% penalty on excess IRA contributions and the five-year clock on Roth IRA fund transfers.

A deep Morningstar analysis finds stocks to be safer bets than even Treasury bills over the long haul.

Municipal mutual funds reported $82.1 million of net inflows in the week ended Feb. 12, bouncing back from a $227.3 million outflow the week before, Lipper FMI reported Thursday.

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

From wirehouse CFPs talking about not telling clients they weren't really fee-only to industry researchers discussing the opportunities for advisors with LGBT planning expertise, here are the most notable quotes from the past week's stories.

The board approved a rule proposal that would impose new limits on financial advisors' ability to remove information about customer disputes from BrokerCheck.

Hot on the heels of record revenues for 2013, LPL plans to repurchase nearly 2 million shares from one its largest shareholders.

The BAM Alliance, a community of more than 140 independent wealth management firms across the U.S., has added nationally-known financial author and blogger Tim Mauer as its director of personal finance.