Financial planning

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.

Meet the most productive young advisors in America.

Concern about rate policy shifts is the factor most likely to drive changes to client retirement income portfolios in 2014, according to a new survey from GDC Research and Practical Perspectives.

Here's a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The Family Office Exchange's newly published Guide to the Professional Family Office offers time-tested recommendations to help wealthy families maintain their fortunes.

Meet the most productive young advisors in America.

Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.

The number of consecutive weeks of outflows, as well as their overall amount, surpasses those of the last great exodus from muni bond funds that occurred back between late-2010 and early 2011.

The pair, who managed more than $146 million in client assets, joined Raymond James with a practice named Stonegate Financial.

FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.

Younger millennials carry half the debt of their older peers.

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.