Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like...

You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...

The sharp drop in energy prices will have ramifications across emerging markets. But there are bargains to be had—if you look in the right places.

Assets continue to flow to donor-advised funds, but there’s a drumbeat for reform of these vehicles. And that could impact how advisors use them.

Investors could be losing 10 to 15 percent of their potential retirement savings because of conflicted advice from brokers, according to a memo written by White House economic advisors that could galvanize presidential support for new rules...

If you weren’t paying close attention to happenings in our nation’s capital around the holiday season - and who could blame you - this might have slipped your notice: Important pension reforms were signed into law that will have...

Despite efforts to draw more people into this industry, the ranks of financial advisors just got smaller. A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on ...

Take it from me: Working with your spouse can certainly be challenging at times, but it can also be ...