Financial planning

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.

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.

"The timing is right to fully integrate our new wealth management offering into our Global Asset Allocation and PI divisions," a Fidelity spokesman says.

Clients want you to succeed and are willing to help, so here’s how to address the problem of “overservicing” them.

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

A large majority of women say they would stay with their current advisor, even after the death of a spouse or partner, according to a new study from Russell Investments.

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist.

LPL Financial is positioning itself as a simplifying agent for advisors facing a stream of new technological innovation.

At Janet Yellen's first appearance on Capitol Hill as the head of the Federal Reserve Board, the country's top central banker did little to depart from her predecessor's views on key issues, often cautiously echoing his message from the past eight years.

Our IRA expert answers questions on maxing out contributions to 457 and SEP plans and beneficiary arrangements for 403(b) plans and Roth 401(k)s.

A prominent provider of custodial services to RIA firms takes a big step to upgrade its core technology platform.

Are your prospecting events getting the results you want? Here are a few common mistakes that advisors seem to make.

The country's largest independent broker-dealer attracts 110 net new advisors in the fourth quarter.

While many financial advisors would prefer to have someone within their practice take over upon retirement, not enough are prepared for the internal succession planning process, according to one industry consultant.

A Laserfiche study finds better content management can improve firms' sale valuations by between $242K and $3.6M.