Doubt they'll be as popular. The CFP Board debuted its Center for Financial Planning late last year with the goal of furthering the development of the advisory profession. The Center’s latest effort is a series of books, to be published by Joh...

The financial services industry doesn’t know much about women, according to new research from United Capital. Called “What You’re Really Thinking: Understanding The Financial Lives Of Women,” the report refutes three assumptions about how the ...

Discerning wine lovers and marquee wineries traffic in second label wines. Bordeaux wines championed this approach and California wineries are following their lead. We are starting to see the same approach play out in the wealth management...

For decades, you’ve been advising your client to legally hold some of their assets in an offshore account, and suddenly, someone leaks a treasure trove of “secret” information about legal and illegal tax shelters, not unlike the...