Financial planning

There have been 16 straight weeks of outflows from muni bond funds, to the tune of $26.4 billion, and industry watchers do not expect flows to bounce back anytime soon.

The IRS is providing guidance on the application of the market reform provisions of the Affordable Care Act to health care arrangements such as health reimbursement arrangements, employer payment plans and flexible spending accounts.

Developed economies are turning into global growth engines as some emerging-market counterparts decelerate.

Umpqua Holdings' agreement to buy Sterling Financial is the latest in a series of deals this year to pair similarly sized banks, creating a new crop of midsize financial institutions.

For almost nine years, the firm has been lending to companies with ratings in the B to BB+ range, below the investment-grade threshold, the employee claims.

Laif Meidell discusses market volatility and how advisors and investors can benefit from taking on a more defensive portfolio position.

Morgan Stanley will get another $57 billion of deposits from Citigroup as part of its Smith Barney purchase and plans to increase securities lending, commercial real estate, corporate and warehouse lending.

Higher rates would help bring relief to bankers who’ve seen lending margins squeezed and expenses pushed up by new technology and regulations.

These 20-somethings are just beginning their saving and investing journey and there's no time like the present to get them on the right track.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

The Treasury Department and the IRS have issued proposed regulations to implement the information reporting requirements for insurers and certain employers under the Affordable Care Act.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

The expansion-focused $6 billion wealth manager has added Santa Barbara-based Pacific Pointe to its roster, making it the fifth firm in Beacon Pointe’s growing stable, and the fourth in California.

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouse and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

A $495 million competitive sale of Arkansas general obligation bonds will lead primary market activity this week in the municipal bond market as long-term volume increases after last week’s holiday lull.

Five years ago, we experienced the worst market meltdown in our lifetimes. Here we share lessons learned from bank advisors and tips on how they’ve changed their practice from better managing the debt portion of clients’ portfolios to tuning out the hysteria of the media.

Larry Roth, former president and chief executive officer of Advisor Group, one of the country’s largest networks of independent broker-dealers, is joining Realty Capital Securities, a major broker-dealer and wholesaler of real estate investment trusts, as chief executive officer.

No one likes being rejected by a prospective client, but it's hardly uncommon. Here are three things to keep in mind when it happens.

Rosemary Berkery, vice chairman of UBS Wealth Management Americas and head of its U.S. bank, shares what she's learned about U.S. retail banking and how it complements banks' wealth-management goals.

Amid growing industry debate over compensation disclosure, the FPA has changed the compensation disclosure options on its website.