Practice

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

Looking for quality planning schools near your practice? Launch your search with our comprehensive list of programs organized by region.

RIAs do have a fighting chance against the major players — but only if they are willing to shift their focus. Here’s how.

Some privacy advocates worry that the Cybersecurity Information Sharing Act could do the opposite of what policymakers intended and flush more of consumers' sensitive information out into the open.

The former advisor swindled 22 clients out of their funds, telling them that they were investing in tax liens when he was really using the money to pay his bills, authorities claim.

As the year draws to an end, clients will find that formerly robust market segments delivered mediocre results in 2015; Plus, despite loopholes in America's retirement system, there are strategies for clients to make the most of it.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Build strong relationships with contacts, and give them an easy way to make referrals.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.