Wealth Think

The SEC study is only the first step in the path to a uniform fiduciary standard.

There seems to be a lot of "energy" (and sometimes anger) around the idea that some people provide full-service financial planning and some people call themselves planners while actually selling products or managing assets for a living.

The herd is moving in one direction again, and I’m getting offers from experts to talk about the joyous event.

There’s a buyer for you out there. Here’s what you need to consider for 2011.

Advisor David Armstrong combines technology, legal oversight and common sense to make the most of online communication tools.

Is this really no big deal for bank advisors?

Public speaking is a skill that every advisor must master to be successful in a media-rich society.

We call this the "financial planning profession," right? So here's a topic for discussion: how is it that many people calling themselves a financial planner don't actually do financial planning work for their clients?

Stock markets around the world are on the rise and investor sentiment is, not surprisingly, riding along.

Estate tax reform in 2010 was marked by significant disagreement from both the House and Senate on whether any changes should be temporary or permanent.