Charles Paikert

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

The wirehouse files for a restraining order in wake of move to Dynasty.

Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Independent advisers are poised to benefit from implementation of the DoL ruling.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

The firm’s newest team left Wells Fargo’s independent channel.