Financial planning

Educators say they expect full explanation and transparency.

Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.

NAPFA’s new leaders are stressing new initiatives to expand the organization’s education programs and its membership.

Using mostly passive strategies results in lower fees and better performance, but there are cases where active management can add value.

The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

Bill Gross, who has been telling investors to favor short-term Treasuries, is following through on his own advice as longer-maturity bonds suffer their biggest losses in four years.

But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.

In his article, “Reevaluating Banks’ Investment Programs,” John Brunett, Chief Trust and Investment Officer at Los Alamos National Bank, proposes seven ideas to help assist bank managers, investment program directors, and bank investment consultants to improve and streamline their programs to achieve a higher bottom line.

The tax-focused independent broker-dealer has added two new executives to its management ranks.

Investors chase performance because it feels good, but pain is a good sign we are helping our clients invest well.

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.

Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.

Federal Reserve officials reassured community bankers that they are vital to the U.S. economy at a conference in St. Louis last week, while other speakers said regulators are burdening small banks with confusing, confining rules.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

The turnkey asset management platform taps executives with experience at Fidelity, Schwab and Russell Investments.

When you “wow” prospective clients you increase your chances of earning their business and earning referrals early on in the relationship. Here are 6 things you can do to "wow" prospects even before the first meeting.

The Morningstar Awards recognize the best ETF firms as well as Morningstar ETF Category Winners for two classes of investing objectives, Investor and Trader, based on total cost of ownership and performance.

A second quarter report found growth in both ongoing net contributions and positive investment returns, and across a range of retirement account types.