Wealth Think

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

The fiduciary rule, combined with technological advances, will create pressure to compress fees to a degree that could threaten advisers’ lifestyles.

Next generation retirement planning combines Social Security and portfolio withdrawal strategies.

Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

No financial solution can gain momentum without the collaboration of technology and human capital. But robos are only one small part of this equation.

Here are several factors recruits should consider to find their best fit, according to a leading recruiter.

The latest trends in marketing are ideal for financial advisors looking to grow their practice.

10 financial planning tips and strategies for planners to help same-sex couples.

5 steps for advisers to take in the next six months to ensure post-DOL success.