Wealth Think

The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.

Investor confusion over fiduciary standards won't disappear despite the efforts of the White House and the DOL, argues Jim Allen, head of capital markets policy in the Americas at the CFA Institute.

Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

If accomplished, the DOL's new fiduciary rules could be a much needed game changer at a time when Americans need help.

Banks' business models are even more vulnerable to a massive shakeup than industry behemoths like McDonald’s and Coca-Cola. The industry will be redefined by technological change and shifting consumer preferences, as well as by regulations that limit the sector's adaptability.

What advisors should know about setting up an independent practice.

IRA expert looks at potential pitfalls when converting an IRA to a Roth IRA and distributions are required.

Your success as an advisor hinges on the relationships you build with clients. But before you can start, you must first appear to be someone with whom that is possible.