Financial planning

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Monte Carlo simulations can only do so much.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

Unhappy with M&A offers, CJM chooses to stay independent.

Here's a look at the housing markets where supply is shrinking the most.

The private equity-owned RIA beat out 40 other suitors.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Offering specialized planning is now essential to attract and retain HNW clients.

Donald Heberle will leave his post at the end of March, a decision mutually agreed on by both Heberle and bank management.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

Here's a look at the 10 housing markets with the biggest gap between growth in home prices and wages that could indicate a housing bubble is forming.

The good, the bad and the downright inexplicable in the suggested changes.