Financial planning

Want to be a divorce financial planner? Here are the top tips to help you be successful.

If you asked your clients to describe you and your practice in two sentences, would you like what they have to say? Would they even be able to describe you or your practice in two sentences?

These fast-growing firms are pushing boundaries and setting a new pace. See who topped the charts on Financial Planning's third annual list of RIA leaders.

The SEC is putting advisors on notice that its examiners will cast a wide net in their reviews of investment advisors over the coming year.

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.

Municipal bond mutual funds recorded their lightest outflows since May 22—when they last registered inflows. But money still flowed from funds for a 33rd straight week, Lipper FMI numbers showed.

Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.

The well-financed venture promised big hiring in 2013, but a November ADV form shows them well short of goal.

An overwhelming majority of Hispanic and African-Americans say that financial services firms need to hire more diverse staffs, according to a survey conducted by Harris Interactive on behalf of Edward Jones.

As the stock market has soared, firms face new competition for both talent and clients.

The IRS audited 0.96% of individual tax returns in fiscal 2013, declining for the second straight year and reaching the lowest rate since 2005.

The IRS has concluded that $720 million of student-loan bonds issued by a New Hampshire authority are taxable, leading the issuer to move toward requesting an administrative appeal and asking the IRS to reopen its audits of the bonds.

Meet the most productive young advisors in America. The top ten advisors talk about how they got started, how they grow their business and what makes them stand out.

The Affordable Care Act -- along with its accompanying enrollment Web site and new taxes and tax breaks -- has opened up a host of questions for the taxpaying public, ramping up the usual levels of pre-tax season taxpayer confusion.

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. Here are some ideas to help deepen your relationships.

Quick question: Do you know how many programs operate under the Social Security umbrella? Do you know the differences? If not, keep reading.

Focus Financial Partners, one of the most aggressive aggregators, has added $400 million in capital funding, with another $150 million waiting in the wings, scoring one of the industry's largest lending deals from a consortium of large banks.

Meet the most productive young advisors in America. Advisors ranked #11-#20 explain how they got their start, how they grow their business and more.

The SEC tapped one of its own Monday to lead the agency's enforcement division tasked with conducting investigations into complex financial instruments.

The Senate voted 56 to 26 late Monday to confirm Janet Yellen as the next leader of the Federal Reserve Board.