Scott Wenger

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.

As regulators again put off action on a fiduciary standard for the wealth management industry, fi360 lets advisors move forward on their own.

Experts debate the best options for advisors to use in the income-producing portion of client portfolios.

'We were not as proactive as we should have been,' the CFP Board says, rolling out two initiatives aimed at resolving advisors' incorrect fee-only disclosures on its website.

Financial despair is a major contributing cause of suicide among troops and veterans.

RCS Capital has made the right moves thus far, the Pershing Advisor Solutions chief says, and the spending spree will likely continue.

Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.

Sheryl Garrett says privately held firm or group, such as Vanguard or NAPFA, or a major benefactor, would be ideal match for her low-fee firm.

Building a well-diversified portfolio requires some "real assets," which has some advisors examining investing in unique global commodities.

As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.

Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.

Social media is starting to shake up the world of wealth management, but amid some big success stories, many advisors are unclear whether it’s worth their time.

Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.

Professor John Grable touched a nerve when he suggested in Financial Planning’s current issue that a mandatory AUM tax on advisors could help make financial planning available to all American families. Actually, he touched a lot of nerves.

Amid the abrupt resignation of CFP Board chairman Alan Goldfarb and allegations of improper disclosure, veteran planner Nancy Kistner takes over leadership of the organization.

Alleged violation centers on how his compensation was reported, he tells Financial Planning.; CFP Board says Goldfarb ‘is not correct’

Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.