Practice

As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.

The academic landscape for financial planning is shifting rapidly. Here's where to find the next generation of advisors.

If we want uniform rules on investing recommendations, why stop at advisors?

First, seek out big challenges. Then figure out how to overcome them.

If your firm's home page looks like it's stuck in the 1990s, you're likely driving away prospects and employees. Here are 7 rules for making an upgrade.

Think success brings happiness? That's not the way it works. In fact, it's the other way around.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

The CFP Board continually seeks to amplify its message to policymakers by joining with other, similarly focused groups to form a broader advocacy base. Those partnerships, together with the strategic counsel from a clutch of outside experts, have helped the board establish its presence in Washington, even with only a meager staff of three.

Securities and Exchange Commission Chairman Mary Schapiro today made the following statement in the aftermath of Hurricane Sandy.

High net worth individuals are relying more on advisors and structured products to reach philanthropic goals, according to Bank of America commissioned study.