Practice

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Family dynamics can muddy an otherwise clear situation.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

It’s tremendously rewarding to help people make smart decisions about their wealth.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

Regulation SP lays out the guidelines. In addition, just how many texts does a firm need to save?

Here's how to create a corporate culture that advisers and clients want to be associated with.