Financial planning

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.

Significantly altered results now appear when users search for fee-only advisors.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court’s decision striking down the Defense of Marriage Act.

Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.

Sometimes changing broker-dealers doesn't work out the way you expect. Just ask Wayne Maier, a financial advisor in Bay City, Mich.

Social media has proven to be a helpful marketing and communication tool for many companies, but the financial industry seems to only just now be breaking into this trend. Here are 5 tips on how to get started.

If you are a bank program manager looking to recruit financial advisors then you already know that this is no easy task. Here are four tips to help with recruiting.

Exclusive: Without any notice, ‘fee-only’ is replaced with ‘none provided’ on CFP holders’ profiles.

Despite continued economic and market uncertainty, most advisors expect 2013 to be a good year according to a new poll released today by SEI.

Technical malfunctions at stock exchanges around the world are putting their owners’ credit ratings in jeopardy, according to Standard & Poor’s.

Culture clash between merging firms can mean the end of even a well-planned deal.

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

Exclusive: Widespread abuse of the term raises question of a disciplinary double-standard.

Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.

Financial services firms have to start recruiting the half-million college students who may be interested in becoming advisors, or risk having demand for financial advice outstrip supply within ten years, a new study from Pershing shows.