Wealth Think

Our columnist says clear standards have been set on what constitutes unconflicted advice.

The advisor often feels as if the bank's viewpoint is this: “Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.”

Voices: The fiduciary rule is not complicated. If you don’t want the responsibility of being an advisor, don’t call yourself an advisor or imply you are one.

Voices: Abuses in investment advice need to be stopped. But a law without teeth is worse than no law at all.

Examining these issues may take the guesswork out of a client's estate plan.

Filling out a NCAA Tournament bracket illuminates skills that could enhance your clients' portfolio choices, a marketing pro says.

It has ramifications for generations, but few investors may be prepared to confront it.

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

There were immediate, positive reactions over her overall message, which was taken as an indication of continued support from the Fed.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.