Scott Wenger

Spending more time showing clients how to best enjoy their money could be more consequential than building their savings, advisors at NAPFA Conference are told.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.

As regulators again put off action on a fiduciary standard for the wealth management industry, fi360 lets advisors move forward on their own.

Experts debate the best options for advisors to use in the income-producing portion of client portfolios.

'We were not as proactive as we should have been,' the CFP Board says, rolling out two initiatives aimed at resolving advisors' incorrect fee-only disclosures on its website.

Financial despair is a major contributing cause of suicide among troops and veterans.

RCS Capital has made the right moves thus far, the Pershing Advisor Solutions chief says, and the spending spree will likely continue.

Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.