In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with...

How can the financial services industry expect investors to understand and care if their advisor is acting as a fiduciary when many participants don’t even grasp all the implications...

Focus. | Copyright Mark Wilson, Getty Images What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all...

What took the Department of Labor five years to accomplish will take lawmakers just over a month. A group of bipartisan lawmakers said Friday they plan to introduce a legislative proposal to ensure advisors act in their clients' best...

It's not for everyone. | Copyright Sean Gallup, Getty Images Yes, there is a shortfall in retirement savings, but a recent Blackrock investor poll suggests many aren't aware of it. More than seven in ten investors expect to be able to trav...

Dec 3 Billionaire investor Mark Cuban is lashing out against the U.S. Securities and Exchange Commission over its push against legislation that would require government agencies to get warrants before accessing emails of people under investigation...

The target demographic. | Copyright Cindy Ord, Getty Images Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...

Raymond James Financial agreed to acquire Deutsche Asset & Wealth Management’s private client brokerage on Thursday in a deal that will add about 200 advisors to the Florida-based brokerage...

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