Paula Vasan

Here’s something from NAPFA you might want to print out and hang up at your desk to be best prepared for your clients' tough questions.

Your clients need you. They really need you! A new report released by FINRA’s Investor Education Foundation shows why, and perhaps casts light on why financial planning has been ranked as one of the best careers.

Value is often difficult to quantify. When it comes to your jobs, how do you measure your value and overall impact?

As more investors manage money with so-called direct providers, many advisors -- whether they're in the RIA or wirehouse spaces -- worry they'll be left in the dust

Recruiting and hiring experienced, client-facing advisors with ultra high-net-worth experience is extremely difficult right now, with demand high and supply low.

After LPL Financial agrees to pay FINRA case, compliance expert says there’s ‘no legitimate excuse’ for email missteps.

When it comes to global investing, clients and their advisors often have varied concerns. From home-country bias to political instability, here are their most pressing worries.

The danger of home-country bias applies to both U.S. investors and investors abroad, yet the extent of the danger varies.

Nearly 200 financial advisors gathered at the Metropolitan Club in New York City with an aim to level the playing field within the industry.

When selecting global funds, consider the manager’s background and expertise in the particular foreign market.

How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.

Rocco Carriero, an Ameriprise Financial advisor, warns investors to focus on strategy and asset allocation as opposed to being blinded by volatility.

As the global economy becomes more correlated, advisors are helping clients deal with increased portfolio volatility.

Advisors debate the merits of alternative investing for their clients at NAPFA in Las Vegas.

For solo practitioners, who's got your back? Here's how one group of RIAs decided to support each other.

Personnel development is key to making firms successful. The risk of not putting in the effort to develop employees is having potential successors walking out the door.

Advisors are not doing a good enough job planning for health care costs. To better serve clients, advisors must understand the realities of health care, despite many unknowns.

Here's one uncomfortable stat for advisors: 90% of assets transferred to the next generation don't stay with the existing advisor. When it comes to your roster of clients, how do you plan to change that?

Despite the quick growth rate of the financial advisory industry over past 10 years, female advisors haven’t been growing at a comparable rate, according to a study on the gender disparities of the sector.

Putnam Investments has some advice on what not to say on Twitter to avoid regulatory scrutiny.