Dave Lindorff

Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face.

Advisors are "not going to be effective with clients if you aren't giving your own time, energy and money to some philanthropic endeavor," says Dodee Crockett.

Citi Private Wealth advisor Bernard Reina used to be reluctant to join a team, but after his hand was forced he's now a major advocate.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

James C. Cox was working for Edward Jones when he allegedly bilked a "vulnerable developmentally impaired” female client.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken.

Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients don’t have any pure Canadian investment assets in your portfolios. You might want to reconsider.

Advisor and former U.S. Air Force pilot Wayne Edwards discusses how to survive a bank failure. And how flying still helps him as an advisor.

The SEC plans an enforcement action against a former Wells Fargo compliance officer for altering report.

For every case of elder financial abuse that makes its way to law enforcement, there are 24 others that never get reported. Some advisors are going above and beyond to look after their older clients’ financial interests.

Chad Ragland decided to go into the Army during the Vietnam War instead of teaching English in Tahiti with the Peace Corps (an option that was open). And he's never regretted it.

An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.

Advisors can help clients achieve foreign diversification in their portfolios by buying U.S.-listed companies with major overseas footprints. Is it enough?

With NATO and Russia at loggerheads over a civil war in Ukraine, Britain facing the possible secession of Scotland and the Euro sinking, it might seem odd to think about investing client assets in Europe. But think again, some experts say.

Should advisors be looking at a China that promises investor riches or a China that bodes disaster?

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

The cost of health care for retirees is a cause for concern, if not outright panic, for millions of Americans. But when you comb through the numbers, it’s not always so bad.

Scott Adams and Heath Burch focus exclusively on families with special-needs children. It started as a small workshop because Adams was going through these same issues, but then it boomed into a practice that draws clients from 49 states and overseas.