Practice

An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.

The truth is, many investors would be horrified to learn the true extent of the fees they pay.

Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.

With the Labor Department and SEC signaling further potential changes in the regulatory framework, here's what advisers need to know now.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

Everyone wants technology to streamline processes, but clients' complex problems create hurdles to achieving that goal.

Leading RIA custodian is warning that BIC disclosures, legal liability in second wave of DoL rule could be devastating for small advisers.

While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.

The long merger trend among the broker-dealers behind the bank channel is likely over, and new banks are not joining the channel in a major way. Where will TPMs find growth?

In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.