Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.

Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.

Clients must understand that having too much of their portfolios allocated in cash can mean lower returns over time.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Alphonso David is a civil rights attorney and the president and CEO of the Global Black Economic Forum.

Henry Robert Gleckler IV's dispute with JPMorgan over his alleged solicitation of his former clients now heads for a resolution before a FINRA arbitration panel.