Wealth Think

Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

Revenues have slumped, but what’s rising may be a better indicator of the years ahead.

The DoL’s fiduciary rule means advisers can expect additional scrutiny over fees. So how can they prepare for these industry changes?

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Only 17% of advisers have a binding and actionable plan in place.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.