Financial planning

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.

It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing.

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

In TD 9626, the IRS issued final regulations under Section 337(d) of the Tax Code to provide guidance concerning certain transfers of property from a C corporation to a regulated investment company or a real estate investment trust.

Focus Financial Partners, one of the country’s largest RIA aggregators, has recorded its fourth deal of the year.

The CFP Board is hosting a webinar on "how to avoid misleading compensation disclosures" -- the very issue at the heart of the board's public sanction of former CFP Board Chairman Alan Goldfarb.

Investing directly in private companies is becoming increasingly popular with wealthy families.

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don’t know who to refer to you, says new solo advisor Dave Grant.

Former U.S. Senate aides Michael Piwowar and Kara M. Stein won confirmation as members of the Securities and Exchange Commission. The current SEC chairman Mary Jo White was also confirmed to a full term that expires June 5, 2019.

Some technology challenges come even after you've made your software decisions. Recently, new soloist Dave Grant has been struggling with his CRM system.

Brokers who hold investors’ assets will have to file quarterly reports attesting to compliance with measures toprotect customer money and securities under rules adopted by the U.S. Securities and Exchange Commission.

A new poll indicates that more men than women may be willing to hire women as their financial planners.

Mike Boosel of Baird turned a part-time teaching gig, helping seniors learn about retirement planning, into a lucrative source of clients.

LPL Financial Holdings reported the strongest quarter in the company’s nearly three years as a public company, with net revenues topping $1 billion for the first time. LPL’s board of directors also announced the company’s quarterly dividend would be raised 40% to 19 cents per share.

While the regulatory reform effort is likely to continue on its current path if Janet Yellen, the Federal Reserve Board's vice chairman, is tapped to lead the central bank, the future is decidedly murkier if Larry Summers wins the post.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.

Questions about the future of online advice have intensified since Bloomberg LP, the multibillion-dollar data, information and media giant, said last week that it was shutting down its own online wealth management offering, BloombergBlack.

Several major trends continued in the second quarter: strengthening credit quality, continued debt reduction and a focus on cutting costs.