Practice

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

There are no “alternative facts” in the law, just truth, opinion and lies. Two you can’t sue for. And the third? Well, brokerages are very careful with their words.

Planners appear to be breaking away from the AUM fee structure.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

Flat fees may not be as profitable or scalable, but they have significant benefits.

From the SEC to the Supreme Court, here's what could be playing out this year.

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

Advisors report what they love — and hate — about tech at companies holding client assets.

The move follows calls for reform. Banned brokers, acting in lieu of attorneys, have made a living for decades representing investors.