Keep calm. Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required...

For many older advisors, the task of finding an exit strategy can be so daunting that they simply put it off or don’t do it. But your successor could be the person sitting across the table—your client. That’s how Joel Shaps came to run Los Alt...

The value clients will pay for

Researchers have determined that the part of the brain that is activated when using drugs such as cocaine – the nucleus accumbens – is also stimulated when making money. According to Kabir Sehgal, author of Coined, people making money and tho...

In which seasoned advisors get to give one piece of advice to their younger selves.