A strategy for the client without a revocable trust.

To increase happiness, advisors should identify and avoid potential new “bad” clients and projects.

A rush into haven assets that began during the financial crisis is getting a new lease on life from an upsurge in populist politics and a quickening of inflation.

William Sharpe, creator of a model that measures risk and reward, turns to retirement planning.

Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.

Clients need to make corrections to account for changes in interest rates.

The DOL's fiduciary rule takes effect at the end of this week.

Experts offer a three-step approach for HNW families that want to minimize cyber peril.

SRI funds are slow to crack the $6.7 trillion 401(K) market, even though investor demand is strong.

If Aaron Schumm's latest venture gets enough traction, some say it could radically change the wealth management industry.