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.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

The platform provider is pushing the concept hard, but early reviews are mixed.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

Annuity products will be on the tech giant's platform by year end.

An inside look at which firms are attracting assets and advisors.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

The technology platform powerhouse is betting on integration, but competitors eye disruption.