The Financial Planning Association’s board of directors elected Houston-based advisor Shannon Pike to serve as the organization’s next president-elect and three additional board members during its annual conference in Boston. Shannon Pike, new...

Gone sailing. Principal Financial Group may be retiring Eddie, the firm’s advertising mascot for the past 10 years, but the “every man” cartoon character should be able to enjoy his golden years thanks to the financial planning advice he a...

Make the call. Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar...

As financial advisors increase their use of email, social media, texting and other forms of digital communication, the market for products to record and archive these conversations is growing as well...

We're color blind. | Copyright Neilson Barnard, Getty Images Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according ...

Yield. Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Soc...

Savage capitalism? | Copyright Franco Origlia, Getty Images Pope Francis is expected to visit New York next week, the very heart of the financial world and home to Wall Street financial services firms. But even though the Pope has repeated...

Barry Ritholtz and Josh Brown The longer clients stay with Ritholtz Wealth Management, the less they will pay. The 2-year-old firm, run by Barry Ritholtz and Josh Brown, announced this week that they were implementing a policy of lowering ...

Putnam Investment's 2015 Financial Advisors and Social Media Survey from Putnam Investments More advisors are starting to see the value of using social media. According to a recent survey of over 800 advisors by Putnam Investments, 81 p...

Less is more. | taxzi/iStock/Thinkstock Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a ...