From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest...

Before and after. Earning a financial certification or professional designation has serious benefits for those working in financial planning, says the 2016 Survey of Trends in the Financial Planning Industry, a report by the College for Financ...

A great client experience is “right” all the way around—it delivers the right services to the right clients in the right way.

It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the...

John Oliver’s 21 minute comedic rant on the problems with retirement plan service providers was entertaining but none of the information was new to financial services industry professionals.  What caught our attention was the 4 million...

Targeting "wrap" fee programs. | Copyright Chip Somodevilla, Getty Images ...