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When clients were asked to tell their financial life stories, a study revealed they talked much more about working and much less about investing. Perhaps it's time that truly effective financial advice requires less emphasis on portfolios.

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Getting entrepreneurs to discuss their businesses

The following questions can help advisers effectively integrate a client's company assets into a financial plan, says a leading investment banking expert.

5 lessons from successful advisers

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The future of advisers is fee-based and tech obsessed

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.
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