Financial planning

During his final press conference as chairman, Fed Chairman Ben Bernanke cited progress made over the past twelve months, but left the door open to further changes.

If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.

The New York-based platform outsourcer and service provider for large wealth management firms is beefing up its business development team, vowing to become much more aggressive in going after new clients.

The Federal Reserve on Wednesday agreed to softly pare back its asset purchases by $10 billion, taking the first step in unwinding its controversial bond buying program.

While the landscape for low-cost fund options for do-it-yourselfers is expanding, John Bogle, founder and retired CEO of the Vanguard Group, believes DIY product offerings are too often inappropriate for long-term investors, who are at risk of being led astray.

Unlike many ultrahigh-net-worth individuals and families, the new rich rely primarily on income from their jobs for their wealth.

Seeking to avoid the "embarrassment," "annoyance" and "expense" of a lawsuit, the CFP Board is asking a federal judge to quash most requests for documents and depositions from two planners who are suing the organization.

There’s a 40% to 60% chance that the Federal Reserve will announce a reduction in its asset purchase program tomorrow, according to Mohamed El-Erian, chief executive officer of Pimco.

Tax practitioners will be charging more this year for tax preparation, according to an annual survey by the National Society of Accountants.

The annual report showed several big technology shifts this year. Here are a few of the highlights.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study. Here's one way to fix the problem.

Very few funds have been able to maintain a top quartile ranking over the years, according to the S&P Dow Jones Indices’ S&P Persistence Scorecard.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

On your to-do list: Decide on a holiday gift suitable for all clients that’s not cheap but won’t break your budget, that travels well, that can be used at home or in the office, that suits their special dietary needs and won’t clash with their upholstery. Here are some tips to help with your holiday shopping.

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

They’ve been called egotistic, impatient and self-entitled -- and they have a notoriously bad reputation when it comes to saving -- but advisors want them.

Program to focus on marketplace risks, 2014 SEC enforcement priorities and other topics.

Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.