Failure differs from risk, mistake, error, set-back, screw-up, defeat and the countless other names we have for adverse events. For this article, I define failure as an outcome that falls significantly short of client expectations. By this defini...

It was clear to all 1,900 conference attendees: ETFs are here to stay

How about a little nighttime reading? | Copyright Alex Wong, Getty Images President Barack Obama wants to save the middle class, but just who are the people he's recommending receive a tax cut in his budget proposal? According to CNN Money...

Regulators' cybersecurity sweeps find that firms are suffering breaches, but prevention methods and insurance are widely adopted.

Do you learn to live with a compensation change or move on?

As women make strides towards equality in the workforce, many are taking over as their household’s primary income earner. Eileen O’Connor, the managing principal and co-founder of Hemington Wealth Management, says this shift presents a...

REP.: Your advisory firm recently acquired an accounting firm. What was behind this decision...

Future Hall of Famer and five-time NBA champion Tim Duncan made headlines off the court last week after a San Antonio TV station reported that he filed a lawsuit against his financial advisor, Charles Banks. The San Antonio Spurs forward is seeki...

Fidelity announced plans Monday to purchase eMoney Advisor, a wealth planning software company, from Guardian Life Insurance to enhance technology offerings, and the custodian's registered investment advisors will be among the first to benefit...