Past estimates of out-of-pocket costs related to caring for an aging or ailing parent or spouse underestimate reality, according to a study released today

It’s been a record-breaking year for mergers and acquisitions in the registered investment advisory business, with around 60 deals done through early November

The RIA industry gets all the glory: These publications, and others like it, have been writing about how fast the space has been growing.

For decades, most financial advisors have clung to a central belief about asset allocation: The older you are, the more fixed income you should hold. Retirees should gradually shift away from equities, and into bonds, the thinking goes. That way...

How Much Money Will I Need in Retirement? What's the number? Ask any financial advisor and he will offer you this rule of thumb: To live in retirement at your current standard of living, you will need about 75 percent of your pre-retirement income...

There is such a thing as the affluent touch: It's a matter of attitude and approach. In fact, this quality is often the very thing that makes one financial advisor more successful at courting the affluent than another. But it's not terribly...

Is conventional financial planning good for your financial health? Before you automatically respond, Yes, of course it is, and angrily turn the page, seriously consider that provocative question for a moment. That was the name of a study published...

Ah, the benign indifference of numbers. If only we could regard them with a cold heart. Nearly every professional money manager claims that he does, that he invests bloodlessly that is, coolly and analytically taking positions according to his...

Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of the moneyed set. Of course, some funds get more love than others. According to the Luxury...