Oechsli Institute research has uncovered some large perception gaps between advisors and affluent clients. Here are a few. 

His new home. | Darrin Klimek/Digital Vision/Thinkstock A Waco, Texas, financial advisor has been sentenced to six years in prison and ordered to pay more than $9 million in restitution for running a Ponzi-type fraud scheme. Charles D. Jon...

If financial services firms and advisors can attract millennials early, new research shows they will remain loyal clients...

Advisors who don’t take advantage will have no excuse when their businesses are left behind.

For advisors to individual investors, your advantage is being more nimble than an institutional investor with billions

It's better to give than receive. Investors have been in a giving mood lately. Grants from Fidelity Charitable and Schwab Charitable donor-advised funds are at record levels, the two firms said Wednesday. Schwab Charitable said its donors ...