The rush of "initial coin offerings" is a sign of mania, not prudence, millennials are not comfortable investing in the stock market and and a Russian mine yields a massive pink diamond.

Liliane Bettencourt dies at 94, iCapital to acquire Deutsche Bank's private-equity access fund platform, and married couples are more financially secure than single adults.

Even if a move is not part of your immediate plan, the cutbacks have signaled a big change for all advisors.

Ron Carson rebrands, SunTrust expands to New York City, and your form ADV needs to have social media links.

Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.

Poorly designed policies and procedures resulted in thousands of dollars' worth of non-traded REITs being sold to unwitting clients.

Four components that consistently reward advisor efforts.