Financial planning

There are several measures of success in this industry, but gathering assets is always a major consideration. Here we show the top 25 bank advisors by assets under management.

U.S. stocks sank the most since June, capping the worst week for benchmark indexes since 2012, as a selloff in developing-nation currencies spurred concern global markets will become more volatile.

Fears of defaults and worries about the fallout from the Fed's tapering program are overblown, says Vanguard's tax-exempt bond boss.

"You have to go where the money is," says Evercore Wealth Management chief executive Jeff Maurer, as the firm pursues UHNW clients with $5 million to $200 million in investable assets.

When yields on long-term government securities are below nominal growth rates for a prolonged period, trouble may be brewing, according to Citigroup analysts.

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

Raymond James Financial reported strong profits for the first quarter, with growth led by the company’s asset management and private client group divisions.

America's wealthiest investors plan to increase their use of independent financial planners in 2014, according to a new study from Spectrem Group.

The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

Fidelity Investments said Ronald P. O'Hanley, the firm's head of asset management since 2010, will leave at the end of February, without giving a reason.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

Dynasty Financial Partners has hired Ronald Sallet as senior vice president of network development, making good on its promise to boost business development in 2014.

Mohamed El-Erian resigned as head of bond-fund manager Pimco and will be replaced by Douglas Hodge.

Beirne Wealth Consulting, one of the nation's fastest growing fee-only RIA firms, has picked up a team of financial advisors from Morgan Stanley.

To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.

International investors are the most upbeat about the global economy than at any time in almost five years, buoyed by the U.S.-led revival of industrial nations, according to the Bloomberg Global Poll.

The Foundation for Financial Planning has named four new members to its board of trustees.

The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal.

See who topped the charts on Financial Planning's list of the top 50 Fastest-Growing RIA Firms. These firms range in size, but all are growing -- fast.