Every financial planner will face clients who develop some mental incapacity during their relationship. As we age with our clients, we will deal with this issue with more frequency. I'd like to offer both a medical and a financial planning...

Wealthmanagement.com's annual compensation survey found that one in three advisors work on a team, sharing clients and revenues, compared to the 47 percent of advisors going it alone. About 20 percent say they fall somewhere in the middle, workin...

I recently had an advisor tell me that after exploring all his options, he had decided to hire another advisor to grow his practice rather than expand by changing affiliations or merging with another firm...

Agency postpones regulatory agenda on re-proposed rule from August to January

HighTower and Focus Financial continue to snag advisors from the wirehouses. The HighTower Network picked up a Sacramento-based advisor team with $300 million under management from Merrill Lynch on Tuesday, while Focus partner firm LVW Advisors...