Practice

Wealthfront, an online financial advisory firm, is in talks to raise about $30 million in a round of financing led by Index Ventures, according to people familiar with the situation.

Errors and omissions insurance premiums are rising. A proposed fiduciary standard for advisors would drive the cost up further, according to insurance specialists.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

Almost two months after a court order, the CFP Board has failed to produce the required documents, Florida planners say.

From why one RIA created an all-female advisory firm in order to improve its service model to how companies are finding the best job candidates using social media, here are the notables and quotables from the past week's stories.

Under Obamacare, advisors can direct clients to health savings accounts, which they can use as medical IRAs.

This Social Security strategy can be beneficial for married clients, but has a unique opportunity for singles, too. Make sure you understand the rules.

Justin Reckers and Michelle Smith explain how and why to look into a wealthy client's assets during a divorce.