Maddy Perkins

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

As the Dow tops 23,000, remember the largest percentage drop in history.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

10 planning strategies from analysts and experts.

Managing too many tasks at once can alienate your clients, an expert warns.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

Big firms are asking for more time, while investors and even some advisers are asking the Labor Department to keep the rule intact.

It's tough starting a relationship with so much at stake. Here's how.

The SEC released a letter outlining where the most common deficiencies occur.

So many terms, so little time. Test yourself using our third installment of our quiz series.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.