Charles Paikert

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Helping clients navigate life choices is critical for differentiation.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

Affluent clients have "a fairly low awareness of fees," according to new report.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The definition of independence for advisors is changing, according to a new report.