Often, digital documents contain financial and investment information, bank account numbers and other personally identifiable information that, when in the wrong hands, could be destructive to your client.

The CFP Board announced Wednesday it will review and revise its standards of professional conduct that regulate advisor certification...

Use social media to connect with clients and colleagues during the holidays, but do so wisely.

It can disappear in an instant. | Enrique Ramos Lopez/iStock/Thinkstock From July 2014 to July 2015, 45 percent of the ultra-wealthy in the United States lost some of their fortune, according to Wealth-X. Eleven percent said they lost more...

The undaunted goalkeeper and wealth manager share the same tortured existence.

For many advisors and their clients, many core cybersecurity issues still revolve around identity theft. But there are some low-tech solutions advisors can put in place to make it much harder for thieves to get sensitive information...

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...