The new US Department of Labor (DOL) fiduciary rule, to be in effect by April 10, 2017, is, depending on whom you ask a blessing, a curse, or one of the four horsemen of the apocalypse for traditional wealth management firms...

Live long and prosper. | Copyright Oli Scarff, Getty Images Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retirees are surprised by their post...

What do your accounts really think about you? Here’s the view from one client, Barak Kassar, a 50-year-old co-owner with his wife Kristin Wiederholt of a San Francisco–based marketing communications firm. ...

For several years, the financial services industry has looked for the benefits of marketing mediums that seem to resonate so strongly in the consumer space. But marketing executives at major financial services firms still struggle to...

Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...

Following the 14 service commandments and reviewing them with your clients can keep you from feeling like you're a "pretender."

It is essential that to be educated on advance directive documents in order to guide clients wisely.

Most successful wealth management practices have one thing in common: They sell service, not performance. There have been numerous industry studies on the topic, and for the most part, top quartile performance doesn’t rate in the top three...