Financial planning

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

The Internal Revenue Service is urging individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have taken effect in recent years.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

An advisor to non-U.S. citizens needs to consider where they are domiciled before refining a planning strategy.

Outflows, weak supply, rising interest rates, and mediocre returns are forecast for the municipal market as it prepares to ring in 2014 — in other words: more of the same.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Treasuries reached the cheapest level relative to stocks in 3 1/2 years before U.S. data today projected to show durable-goods orders rebounded, bolstering the case for the Federal Reserve to further slow stimulus.

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Looking to make a move? Here are top 10 tips from Danny Sarch, president of Leitner Sarch Consultants, to help you get everything you think you're worth.

Here's how to prepare as you and your clients head into the tax-filing season.

The Securities and Exchange Commission issued a staff report Friday to Congress on its disclosure rules for U.S. public companies, as part of the SEC’s efforts to modernize the disclosure requirements and reduce compliance costs for emerging growth companies.

Hedge funds got less bullish on gold before prices dropped to the lowest level since 2010, leaving the metal poised for the worst annual loss in 32 years as investors dump bullion at a record pace.

The globe-trotting Henderson International Opportunities Fund came to the Japan party a bit late, but had an outstanding year in Europe.

The amount of loans to the riskiest U.S. companies ballooned to a record this year, propelled by unprecedented demand for floating-rate debt that offers protection from rising interest rates.

Employing technology in strategic ways can free planners to spend more time communicating and less time fretting.

The U.S. Commodity Futures Trading Commission, seeking to bolster global oversight of derivatives trading, released determinations for when overseas rules are sufficiently robust to take precedence over Dodd-Frank Act measures on trades in foreign jurisdictions.

Archer-Daniels-Midland Co. agreed to pay about $54.3 million to U.S. regulators and the Justice Department to resolve allegations it bribed officials in Ukraine to win tax refunds.