Is our industry too focused on relative returns?

Turns out teaming up with your spouse to run an advisory business is a smart move. Among advisors working as part of a team, the most successful are husbands and wives, according to new research by PriceMetrix. Teams made up of husbands and ...

There are benefits to working with family and friends, but peace of mind is rarely one of them.

Middle-Class Financial Advice

The House Financial Services Committee on Wednesday passed legislation aimed at delaying the Department of Labor’s fiduciary rulemaking...

Make your service rock and you will continue to differentiate yourself.

The Institute for the Fiduciary Standard on Wednesday released its final set of best practices for advisors, which focus on addressing conflicts of interests, increasing transparency and communicating clearly with investors...

 Jack Bogle, founder and former chairman of the Vanguard Group, said Wednesday he’s optimistic that a fiduciary standard for advisors will get passed, but it may be worth compromising some of the details of the plan in order to do so...

Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.