Financial planning

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

Clients are wary of working with young advisors. Here's how to win them over.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Leon LaBrecque has built a successful business working with police officers, firefighters and the 'working affluent.'

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.