Practice

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

The RIA's 7th deal in 16 months is for a $160M adviser.

The deciding factor might be ruthlessness.

The four advisers had spent their entire careers at Merrill before making the switch.

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The online experience should reflect what it’s like to work with you.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Some predict the new standards will push more planners to drop their CFPs.